A complete list of active advisors currently associated with Valor Investments and Planning LLC

Warmer can help you find a great advisor at Valor Investments and Planning LLC or one who fits your needs even better.

Valor Investments and Planning LLC serves individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plan sponsors, trusts, estates, and corporations. The firm provides discretionary portfolio management, financial and business planning, and retirement plan consulting, including ERISA Section 3(38) discretionary services for plan sponsors. Valor typically implements client portfolios by allocating assets to third‑party managers and model solutions available through custodians such as Charles Schwab and the AssetMark platform, using a mix of active and passive strategies and common diversified vehicles like mutual funds and ETFs. Accounts are managed on a discretionary basis with regular reviews and rebalancing tailored to each client’s objectives and risk tolerance. The brochure discloses a network of affiliated businesses that distinguishes Valor from many peers: it owns an affiliated investment adviser (Valor Capital Management), is affiliated with a licensed real estate broker (Valor Realty LLC), and maintains an insurance agency (Valor Life and Annuity), any of which may be recommended to clients. These affiliations can lead to in‑house asset allocations and referrals to affiliated real estate or insurance providers; the firm discloses these relationships and describes how it manages the related conflicts of interest.

To learn more about the advisors currently working at Valor Investments and Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.