A complete list of active advisors currently associated with Valor Wealth Management LLC

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

Valor Wealth Management serves individuals, high‑net‑worth clients, corporations, charities and retirement plans with financial planning and discretionary portfolio management. Portfolios are customized to client goals and typically include stocks, bonds and exchange‑traded funds, with other securities used when appropriate. The firm’s investment process is grounded in fundamental analysis and supplemented by computer models for performance analysis, asset allocation and risk management, producing a written financial plan that guides portfolio construction. Accounts are managed on a discretionary basis, with the firm conducting weekly internal reviews and meeting with clients semi‑annually, and clients may impose written investment restrictions. As a solo adviser managing roughly $14.9 million across about 40 accounts, the firm discloses several practices that distinguish it from many peers: it may employ leveraged or inverse funds, does not select or monitor third‑party investment advisers, and does not receive soft‑dollar benefits from brokers. The adviser is unaffiliated with a broker‑dealer, does not vote client proxies (clients receive proxy materials directly), and maintains personal trading controls intended to prioritize client transactions.

To learn more about the advisors currently working at Valor Wealth Management 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.