Value Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Value Financial Partners provides discretionary asset management to individuals, high net worth individuals, trusts, small businesses and estates, and offers financial planning at no additional cost to asset-management clients. The firm registered in 2025 and reported no assets under management or client accounts as of December 31, 2025.
The firm’s investment approach is grounded in modern portfolio theory and a passive, buy-and-hold strategy, typically implemented with index funds and ETFs, and it generally operates with discretionary trading authority. Client accounts are custodied on an institutional Schwab platform and are reviewed at least quarterly for suitability, allocation, and rebalancing needs.
Noteworthy aspects include that the firm’s principal maintains a senior actuarial and finance governance role outside the advisory business, devoting roughly 90% of their time to that employer while retaining responsibility for supervision and compliance. The firm does not vote client proxies—clients receive and vote their own proxies—and generally requires a $500,000 account minimum, which may be lowered or waived at the firm’s discretion.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.15% $5,000,001+: 1.00%
Account minimum: $500,000
Main office
Dover MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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