Orlando, FL Spring Fest Ln Office

Value Financial Advisers serves primarily individual and high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management as well as financial planning and wealth‑preservation services. The firm’s team of advisers manages roughly $105 million across about 200 client relationships and typically tailors accounts across stocks, bonds, ETFs, mutual funds, options and cash.

Investment decisions are guided by a long‑term, fundamental approach that rejects market timing and automated models; an internal Investment Committee reviews and must approve securities prior to purchase. The firm uses third‑party platforms for account administration and reporting, and generally recommends Schwab as custodian while requiring a $100,000 minimum for managed accounts with some exceptions.

A noteworthy aspect of the firm is that several of its investment adviser representatives also operate as registered representatives of a broker‑dealer and as insurance agents, a combination that is uncommon among similar advisory teams and can lead to additional commission‑based compensation. The brochure discloses these dual roles and describes policies and disclosures intended to address the resulting conflicts of interest.