Valor Wealth Partners logo

Valor Wealth Partners

Updated today

Client AUM

$63,452,474

Clients

156

Advisors

3

across 2 offices

About

Valor Wealth Partners serves individual and high-net-worth clients with fee-only investment management and comprehensive financial planning. The firm provides discretionary portfolio management, ongoing planning engagements and makes non‑compensated referrals to third‑party professionals such as attorneys or tax advisors.

VWP constructs individually tailored portfolios using a blend of passive and active strategies and applies fundamental, technical, cyclical and charting analysis when selecting funds and securities. Account supervision is guided by client objectives, risk tolerance and time horizon; clients grant limited discretionary authority and may impose reasonable written restrictions on security or sector investments.

Distinctive features include a dedicated Fed Report package and self‑guided virtual workshops focused on federal employee benefits, plus a public YouTube channel that generates ad revenue. The firm’s financial planning onboarding is structured around five 90‑minute meetings to build an initial plan, and it offers tiered ongoing planning (Partnership and Membership) with ongoing‑planning clients receiving reduced advisory pricing and additional service access.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Retirement income strategy ESG / Sustainable investing

Occupation focus

Founder/Business Owner

Demographic focus

Values-based investing

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Fee options

Fixed

Fed Report package: $500 for individuals, $750 for couples; Virtual Workshops: $50 per individual.

Percentage

$0+: 1.25% annually (standard advisory fee for stand-alone Investment Management services) $0+: 0.50% annually (discounted fee for Investment Management when participating in Ongoing Planning services)

Project-based

Hourly financial planning services at $450 per hour; $450 per hour for additional support under Membership ongoing planning.

Subscriptions

Ongoing Planning Membership: $600 annually ($50 monthly); Partnership ongoing planning fees up to $12,000 annually (up to $1,000 monthly).

Other

Fee-only: Financial planning services charged as fixed fees between $2,500 and $7,000 for Initial Plan Development; ongoing planning fixed fees up to $12,000 annually (Partnership) or $600 annually (Membership) plus $450 per hour for additional support.

Main office

See office

1200 G St NW, Suite 800

Washington DC 20005

Advisors at this office

2

Most active in

District of Columbia · Florida · Maryland · Massachusetts · New Hampshire · North Carolina · South Carolina · Texas · Virginia

Also doing business as

Valor Wealth Partners · Valor Wealth Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Ed S

CFP®

Washington, DC

Valor Wealth Partners

Ed Leads a team revolutionizing financial planning for federal employees. Valor Wealth Partners is a veteran-owned business with an office in Washington, D.C. and serving clients virtually in 19 states. With over 25 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions. Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process. As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve. Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his service with the U.S. Marines. We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Retirement income strategy ESG / Sustainable investing Government Employee Values-based investing
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Amanda L

Series 65

Haverhill, MA

Valor Wealth Partners

Amanda Lique is a financial advisor at Valor Wealth Partners with six years of industry experience. She holds a Series 65 credential and has worked at Valor Wealth Partners and its predecessor entities since 2019. Prior to that, she spent 15 years at Digital Federal Credit Union. Valor Wealth Partners serves individual and high-net-worth clients, offering fee-only investment management and comprehensive financial planning. The firm uses a mix of passive and active strategies, applying various analytical methods to tailor portfolios according to client objectives and risk tolerance.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Retirement income strategy ESG / Sustainable investing Founder/Business Owner Values-based investing

Zubin K

CFP®

Washington, DC

Valor Wealth Partners

Zubin’s definition of wealth is being free to do what you want with your time. He spends his time seeing how he can make an impact on the people he meets. Known among family and friends for his passion for finance, Zubin will discuss how to set financial priorities during dinner with friends and remind his kids about the benefits of compounding. He is also passionate about actively working with you to discover what is your definition of wealth. Zubin’s father passed away when he was very young. He watched his mother struggle and slowly make progress in moving the family toward financial security. She instilled in her two children the importance of a financial plan and knowing one’s numbers. Today, people who know Zubin know he is analytical and that numbers come easy to him. His true strengths, however, are empathy, communication, and coming up with new ideas. This helps him closely connect with the people he interacts with. He knows that, like his mother, many families struggle to make financial decisions and adapt their financial plans due to the lack of know-how or the cost of getting the right guidance. Having lived in Washington DC for over 15 years, Zubin has many friends and neighbors who work for the Federal Government. In his discussions with them, he has concluded that their financial planning process is more complicated than the average plan. Zubin has immersed himself in these details so he can help maximize the benefits federal employees deserve. Zubin worked in the Merchant Marines for almost 10 years. He traveled to over 40 countries with an international crew on oil tankers and cargo ships. His favorite voyage lasted 14 months which started in Shanghai, China and sailed around the world a time and a half crossing the Panama and Suez canals twice. When he is not at work, Zubin enjoys traveling, cooking, fostering cats, and, currently, watching shows on Winston Churchill and the historical events leading to World War II.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Retirement income strategy ESG / Sustainable investing Government Employee Values-based investing
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