A complete list of active advisors currently associated with Valor Wealth Partners

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

Valor Wealth Partners is a fee‑only advisory firm that serves individual and high‑net‑worth clients, providing discretionary investment management and comprehensive financial planning. The three‑advisor firm manages roughly $63 million in discretionary assets and offers ongoing portfolio supervision alongside written financial plans. The firm builds individually tailored portfolios and combines passive and active management, applying fundamental analysis alongside technical, cyclical, and charting techniques to inform asset allocation and security selection. Valor may incorporate ESG‑oriented funds using third‑party ratings and generally seeks to limit frequent trading while operating with discretionary trading authority. Distinctive features include a structured initial planning process conducted over four 90‑minute meetings and a two‑tier ongoing planning program that differentiates clients by access to a dedicated advisor versus an annual plan membership. Valor also discloses hosting educational seminars focused on federal government employee issues and operating a YouTube channel that generates ad revenue, both of which are noted in its brochure.

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