A complete list of active advisors currently associated with Victory Financial Services LLC
Warmer can help you find a great advisor at Victory Financial Services LLC or one who fits your needs even better.
Victory Financial provides investment management and comprehensive financial planning to individuals and high-net-worth clients and also works with corporations and other businesses. The firm offers business-planning consulting and plan-level services for employer-sponsored retirement plans in addition to household financial planning and portfolio management. The firm’s investment approach is tactical asset allocation informed primarily by technical analysis, implementing portfolios of individual stocks and ETFs and actively rebalancing to pursue sector and market opportunities. Portfolios are managed on a discretionary basis and the firm may employ short positions using inverse or leveraged ETFs as tactical hedges; it also serves plan sponsors in a non-discretionary 3(21) consulting capacity and conducts participant education. What distinguishes the firm from many peers is its combination of corporate clients and pension consulting alongside retail advisory work, and its regular use of educational seminars and one‑on‑one workshops for plan participants. The firm maintains a concentrated client base and is led by a principal with a CPA designation, which informs its emphasis on business planning and tax-aware advice.
To learn more about the advisors currently working at Victory Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Medina, OH
| 23
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")