About Us

What's In Our Name?

Valor

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.

Wealth

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

Partners

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.

Our Mission

Assist federal employees to feel financially secure through ethical advice.


Who We Serve

Who We Serve


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.

Discover Our Work with Feds

Locations

Locations


Valor Wealth Partners has offices in:

Boston

Washington, D.C.


We serve clients in 14 states

<strong>You&#8217;ll like us if&#8230;</strong>

You’ll like us if…

  • You are looking for a partnership built on trust and a team committed to serve your family.
  • You want to feel confident in our knowledge and appreciate timely responses.
  • You desire a team that will focus on your long-term financial dreams and not just your investments.
  • You want a clear understanding of services and transparency of your costs. 
  • You enjoy a fun professional atmosphere.
<strong>We&#8217;ll love you if&#8230;</strong>

We’ll love you if…

  • You demonstrate a willingness to evolvechange, and improve. This means being open to our recommendations to take you to the next level.
  • You will meet with your financial planner at a minimum of annually to review your financial situation, although we prefer more frequently.
  • You provide us with feedback to make your experience even better. We listen and welcome your input.
  • Actively take advantage of the tools and resources we have available for our clients.
  • You are as excited to work on your financial future as we are.
<strong>You won&#8217;t like us if&#8230;</strong>

You won’t like us if…

  • You prefer elevator music while waiting on hold instead of a friendly voice answering the phone.
  • You believe competent advice is determined by wearing a flashy suit. We are professional and still approachable.
  • You love jargon and only want to discuss investments. 
  • You want an order taker instead of a fiduciary.
  • You don't like fun.