A complete list of active advisors currently associated with Valuealigned Partners

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

The firm serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities with ongoing discretionary and non‑discretionary investment management as well as comprehensive financial planning and consulting. It generally charges asset‑based advisory fees and provides rollover guidance and occasional standalone planning engagements. VAP employs a value‑oriented, fundamental analysis approach that emphasizes buying equities at a discount to estimated intrinsic value, a long‑term buy‑and‑hold posture, and selective use of options for income or hedging. The firm treats cash as an asset class, provides clients access to a paid eMoney planning platform for consolidated financial planning, and permits custodian margin/borrowing in separately managed accounts only for specific short‑term purposes rather than routine leverage. What is distinctive for a firm of this size is a history of managing a pooled investment vehicle (ValueAligned Fund, LP), which was liquidated on September 30, 2024 — a capability that is uncommon among independent advisers of similar scale. The firm is owned in part by a family partnership and operates with an investment framework that blends traditional value investing and value‑based management principles, while maintaining institutional custody relationships and not charging performance‑based fees.

To learn more about the advisors currently working at Valuealigned 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.