Defined: Honor plus dignity. Gallant bravery and strength.
Valor shouldn't only be found on the battlefield. As fiduciaries we have an obligation to protect our clients and challenge anything we feel is not in their best interest.
Defined: Abundance of valuable possessions or resources.
Wealth is more than money. We strive to enrich our client's lives by addressing the many types of wealth: Self, Relationships, Values, Money, & Knowledge
Defined: One that shares.
Partners refers to everyone we impact to include staff, clients, and businesses. Together we can do great things as we build an amazing organization.
The Reason We Exist
Our clients are the reason we exist and we strive to make their experience exceptional. Valor Wealth Partners was created at the request of previous clients that wished we would support their long-term financial needs of their families. Because of those clients and the trust they bestow in us, we enter into each relationship with a deep sense of responsibility.
When designing Valor Wealth Partners it was clear there needed to be a new way to serve clients. Changes to legislation, technology, and investor behavior paved the way for a new business model that put the client at the center of the process. The traditional models for advisors are centered around what they sell and how much money they can manage.
Assist federal employees to feel financially secure through ethical advice.
We specialize in providing financial planning advice to mid-career and pre-retiree federal employees. Focusing on federal employees allows us to understand your unique needs and the programs that effect your families. While no two clients are the same, the benefits you share are complex and require advice from a competent team that can understand how they relate to your specific needs.
Valor Wealth Partners has offices in:
We serve clients in 14 states
Are We a Good Fit?
One of our unique aspects is that we aren't trying to work with just anyone. Our ideal client is one where we can build a long-lasting partnership based on mutual trust. The best way to do this is to make sure we are a good match form the beginning.
You will rarely see us wearing suits or speaking in complex technical terms. Instead, we create a comfortable professional atmosphere and have interactive conversations on financial topics.
Are You Ready to Meet?
Now that you know more about us, take your 1st step in the financial planning process with a complimentary meeting.
In addition to our offices in Boston and Washington D.C., we use web conferencing to connect with clients in 14 states.