Annapolis, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
ValueWealth Services, LLC
Team
Firm-wide stats for ValueWealth Services, LLC
About
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.
Based on ValueWealth Services, LLC
Location
2444 Solomons Island Rd Suite 212
Annapolis MD 21401
Advisors at this office
3
Advisors at this office
Troy C
Series 66
Annapolis, MD
ValueWealth Services, LLC
Troy Cook is a financial advisor at ValueWealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Lincoln Financial Advisors and LPL Financial LLC. Outside of his advisory role, he operates a snow removal business as a sole proprietor. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm uses a multi-factor investment approach combining fundamental, technical, and cyclical analysis and offers a range of strategies including mutual funds, equities, ETFs, structured notes, and options tailored to client goals and risk tolerances.
Alexander B
Series 65
Annapolis, MD
ValueWealth Services, LLC
Alexander Baloga is a financial advisor at ValueWealth Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at 4J Wealth Management, LLC and The Ellerson Group. Prior to his financial services career, he was employed at the Flaum Eye Institute and Rochester Medical School. ValueWealth Services, LLC manages approximately $319 million for around 420 clients, offering investment supervisory and portfolio management services along with financial planning. The firm employs a multi-factor investment process incorporating fundamental, technical, and cyclical analysis, and may utilize strategies such as short-term trading, margin, short sales, and options when appropriate.
George B
Series 65, Series 66
Annapolis, MD
ValueWealth Services, LLC
George Buchheister is a financial advisor at ValueWealth Services, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Welocalize Inc for 12 years and Merrill for one year. Outside of advising, he works as an independent insurance agent, transacting in insurance products including annuities. ValueWealth Services is an SEC-registered advisory firm managing approximately $319 million for around 420 clients. The firm employs a multi-factor investment process combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and financial planning services.
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