Annapolis, MD West Street Office

Joseph Feldman is a CFP® professional with 24 years of industry experience, currently serving at ValMark Advisers, Inc. since 2005. He holds the Series 66 designation and is based in Annapolis, MD. Outside of his advisory role, he is involved in health insurance sales through GBS, Inc. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users. The firm offers diversified, goal-based portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence.

Charles Feldman is a ChFC® credentialed financial advisor with ValMark Advisers, Inc., bringing 56 years of industry experience. He has been with ValMark Advisers since 2001 and has operated his own advisory business since 1967. Feldman serves as co-trustee and co-director of family foundations and trusts and manages investment partnerships involving his immediate family. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios emphasizing multi-asset allocation, employing mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and solutions.