Water Valley Investment Advisors, Inc. logo

Water Valley Investment Advisors, Inc.

Updated today
Find your advisor

Client assets under management

$137,760,330

More info

Clients

152

29% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

51

Typical

Average account size

$906,318

About

Water Valley Investment Advisors, Inc. advises individuals, high-net-worth individuals, and charitable organizations through ongoing portfolio management and tailored investment programs. The firm prepares an Investment Policy Statement for each client and provides both discretionary and non‑discretionary management covering asset allocation, security selection, and regular portfolio monitoring.

WVIA’s investment approach emphasizes fundamental analysis and a long‑term trading strategy, and it typically constructs portfolios primarily with mutual funds while also using equities, ETFs, and fixed income to diversify. The firm documents clients’ risk tolerance and time horizon in the Investment Policy Statement and commonly seeks discretionary authority to implement its recommendations in line with those parameters.

Distinctive features noted in the brochure include WVIA’s recent transition from state registration to SEC registration and its stated non‑use of third‑party sub‑advisers. The firm also discloses that it does not aggregate (block) trades for multiple clients, maintains no account minimum, and uses Schwab Institutional for custody and institutional services while not participating in wrap programs or charging performance‑based fees.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Wealth management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Main office location

Water Valley Investment Advisors, Inc.

952 N. Main St

Sioux Center IA 51250, United States

Number of offices

2

Most active in

More info

Iowa · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 7123950764

Advisors at this firm

Scroll left Scroll right
user avatar

Ben G

CFP®, Series 65

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Ben Gesink is a CFP® with three years of industry experience, currently serving as a financial advisor at Water Valley Investment Advisors, Inc. He has worked at Financial Engines Advisors L.L.C., Iowa State Bank, Dordt University, and Western Christian High School. Water Valley Investment Advisors, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment policies and long-term fundamental analysis. The firm manages discretionary portfolios primarily composed of mutual funds, equities, fixed income, and ETFs, with regular reporting and no account minimums.

Wealth management
user avatar

Philip D

Series 63, Series 65

Naperville, IL

Water Valley Investment Advisors, Inc.

Philip Dorr is a financial advisor at Water Valley Investment Advisors, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Water Valley Investment Advisors since 1999 and has been associated with Dain Rauscher Incorporated since 1998. Water Valley Investment Advisors provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment strategies based on clients’ goals and risk tolerance. The firm emphasizes fundamental analysis and long-term trading, primarily using mutual funds, equities, fixed income, and ETFs, with discretionary authority for securities selection and execution.

Wealth management
user avatar

Kevin G

CFA®

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Kevin Gesink is a CFA® charterholder with 25 years of industry experience. He has been with Water Valley Investment Advisors, Inc. since 2000. The firm provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, emphasizing fundamental analysis and long-term trading with portfolios primarily composed of mutual funds, equities, fixed income, and ETFs. Water Valley Investment Advisors prepares tailored Investment Policy Statements for each client and offers discretionary management without using third-party advisers or wrap programs.

Wealth management
Warmer team member

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.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

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")