Valor is not a firm that serves the masses. We have built a credentialed team dedicated to meeting the evolving needs of a select clientele. Our clients’ time is valuable, and their needs have grown beyond generic advice and call center service.

Valor is led by an exclusive team of investment planning and management specialists, who have earned some of the most recognized and valuable credentials in the industry. To better serve you, we continually work on our skills and knowledge in an effort to exceed your expectations.