A complete list of active advisors currently associated with ValueWealth Services, LLC

Warmer can help you find a great advisor at ValueWealth Services, LLC or one who fits your needs even better.

ValueWealth Services, LLC is an SEC‑registered advisory firm that manages roughly $318.96 million for about 420 clients. The firm provides ongoing investment supervisory and portfolio management services, financial planning and consultation, and can act as a sub‑advisor to other advisory firms. Its investment process combines fundamental, technical and cyclical analysis with a multi‑factor model to construct client investment plans, and the firm may employ strategies that include short‑term trading, margin, short sales and options when appropriate. ValueWealth generally seeks discretionary authority over accounts, monitors portfolios regularly, and provides client reporting at least quarterly with formal reviews at least annually. The brochure discloses activities that are less common among peers: the firm receives outside compensation from the sale of annuity and insurance products and its representatives are registered or have pending broker/dealer registrations. It also documents relationships with third‑party platforms (Charles Schwab, Altruist, SEI, and FeeX), acts as a sub‑advisor for other advisors, and notes the firm’s use of referral/solicitor arrangements and the offering of educational seminars or workshops.

To learn more about the advisors currently working at ValueWealth Services, 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.

You can also browse ValueWealth Services, LLC's office locations.

Name	Location	Years of experience
Alexander Baloga	Annapolis, MD	1
Rodney Becker	Denver, CO	20
George Buchheister	Annapolis, MD	4
Troy Cook	Annapolis, MD	13
John Dixon	Winchester, TN	10

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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