A complete list of active advisors currently associated with Value Financial Partners LLC

Warmer can help you find a great advisor at Value Financial Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Value Financial Partners 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.