Bonita Springs, FL Office
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ValMark Advisers, Inc.
Multi-team
Firm-wide stats for ValMark Advisers, Inc.
About
Valmark Advisers provides investment advisory and financial planning services to a broad client base that includes individual and high‑net‑worth investors, retirement plan sponsors, and institutional entities such as banks, trust companies and investment companies. It delivers these services through a network of investment advisory representatives (IARs) using proprietary and third‑party platforms, including the ACCESS and ACCESS Direct programs, sub‑advisory relationships, wrap fee programs, and consulting engagements.
The firm’s investment approach centers on diversified, goal‑based model portfolios and asset allocation, with implementation largely via mutual funds, ETFs and separate‑account managers; client accounts are monitored and typically rebalanced by IARs with oversight from Valmark’s investment committee. Valmark also integrates third‑party manager programs and Schwab‑custodied strategist portfolios into client solutions, and provides quarterly performance reporting and periodic reviews as part of ongoing advisory relationships.
What is distinctive about Valmark is its involvement with investment‑company products and index licensing: Valmark serves as adviser to the TOPS® ETF Portfolios within the Northern Lights Variable Trust and is the index sponsor for the TOPS® Global Equity Target Range™ Index (licensed to WisdomTree), arrangements that generate licensing and ancillary compensation and for which the firm documents fee‑offsets and disclosures. The firm also offers a range of annuity‑linked advisory options (linked fee‑based annuities, fee‑based variable annuities and fee‑based variable life), operates an Annuity Service Center for servicing unaffiliated RIAs, and discloses its affiliated broker‑dealer and insurance agency relationships and revenue‑sharing practices in its Form ADV.
Based on ValMark Advisers, Inc.
Location
Bonita Springs FL
Advisors at this office
3
Advisors at this office
Robert M
PFS™, Series 63, Series 65
Bonita Springs, FL
ValMark Advisers, Inc.
Robert Mathers is a financial advisor with ValMark Advisers, Inc. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. Mathers has worked at Valmark Securities, Inc. since 2010 and has held roles at vonBriesen & Roper, s.c. and Quarles & Brady, where he currently provides legal and tax services. He serves as a board member of the Collier County Community Foundation. 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 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with a range of proprietary platforms and sub-advisory services.
Rosalie M
CFP®, ChFC®, Series 65, Series 63
Bonita Springs, FL
ValMark Advisers, Inc.
Rosalie Mathers is a CFP® and ChFC® with 10 years of industry experience. She has been with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2018 and previously worked at MP&H Financial Group LLC. Outside of her advisory role, she serves as managing member of Private Wealth Advisers LLC, which assists in placing certain non-variable insurance products. ValMark Advisers serves individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of investment advisory representatives. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.
David M
Series 65, Series 63
Bonita Springs, FL
ValMark Advisers, Inc.
David Mathers is a financial advisor with ValMark Advisers, Inc., holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at several firms, including Robert W. Baird and Johnson Controls International. Outside of financial advising, Mathers is a senior manager at Sonny's Enterprises LLC, a manufacturing and distribution company, and holds a minority ownership position at Private Wealth Advisers LLC. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs a goal-based approach with diversified model portfolios and integrates proprietary and third-party platforms, including serving as adviser to the TOPS® ETF Portfolios and as an index sponsor.
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