A complete list of active advisors currently associated with Values Added Financial

Warmer can help you find a great advisor at Values Added Financial or one who fits your needs even better.

Values Added Financial is a fee-only, SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and small‑ to mid‑sized businesses. Its offerings include comprehensive financial planning and discretionary portfolio management, business consulting, project‑based planning, single‑session reviews, and educational presentations or workshops. The firm’s approach centers on tailored investment policies driven by asset allocation and diversification, periodic rebalancing, and ongoing monitoring; recommended vehicles commonly include no‑load mutual funds, ETFs, individual bonds and stocks, and options as hedges when appropriate. Values Added Financial selectively integrates ESG factors into due diligence, may use third‑party sub‑advisers or TAMPs, and structures initial engagements as an “Initial Year” focused on several key planning topics with less frequent renewal‑year reviews thereafter. Noteworthy distinctions include a principal who operates a separate law practice providing estate, tax, and employment law services and who, in limited circumstances for New York and D.C. clients, may draft estate documents as part of a planning engagement (clients are not required to use those legal services). The firm also conducts community‑oriented educational seminars and workshops—some free and others fee‑based (typically up to $1,000)—and explicitly offers short‑term, single‑session and project‑based planning options for clients seeking limited engagements.

To learn more about the advisors currently working at Values Added Financial, 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.