Pittsford, NY 1080 Pittsford Victor Rd. Suite 201 Office

Team
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ValMark Advisers, Inc. logo

ValMark Advisers, Inc.

Multi-team

Firm-wide stats for ValMark Advisers, Inc.

Total advisors

296

Across 113 offices

Clients per advisor

49 Typical

Avg AUM per client

$554,438 Typical

HNW client ratio

11% Low

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.

Expertise

Annuities Wealth management Business exit / sale strategy

Based on ValMark Advisers, Inc.

Occupation focus

Executive Founder/Business Owner

Based on ValMark Advisers, Inc.

Location

1080 Pittsford Victor Rd., Suite 201

Pittsford NY 14534

Advisors at this office

4

Advisors at this office

user avatar

Robert W

Series 63, Series 65

Pittsford, NY

ValMark Advisers, Inc.

Robert Williams is a financial advisor at ValMark Advisers, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Valmark Securities, Inc., Hornor, Townsend & Kent Inc., Lincoln Financial Advisors, and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves on the boards of several nonprofit and community organizations, including Camp Haccamo and Roc City Uncorked, where he acts as treasurer, and he is also involved with the Rochester Young Professionals as vice president of membership. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and periodic client reviews.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

Randy S

Series 63, Series 65

Pittsford, NY

ValMark Advisers, Inc.

Randy Schuster is a financial advisor with ValMark Advisers, Inc. in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining ValMark in 2020, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent for 13 years each. Outside of advising, he is an author and serves as president of the Jewish Federation of Rochester. 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 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a range of proprietary programs and strategic partnerships that distinguish its service offerings.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

David G

Series 66

Pittsford, NY

ValMark Advisers, Inc.

David Goodfellow is a financial advisor at ValMark Advisers, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at ValMark Advisers and ValMark Securities since 2020, following a 12-year tenure at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory role, Goodfellow is involved in life insurance brokerage activities, serving as an agent with Coordinated Plan and writing insurance with various carriers. 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 emphasizes diversified, goal-based portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

Luke M

Series 66

Pittsford, NY

ValMark Advisers, Inc.

Luke Molnar is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Wegmans Food Markets Inc. He is also employed as a Client Service Associate with Coordinated Plan, Inc. outside of his advisory role. 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 with a focus on multi-asset allocation using mutual funds, ETFs, and third-party managers.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
View complete list of advisors at this office
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