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.
Help people 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.
As fiduciaries, we have an obligation to act in the best interest of our clients. All employees must sign a Fiduciary Oath to show their commitment to this principle. Our promise to clients is deeper than doing what is right, it is what pushes us to be better. We want the clients we serve to be elevated by the process and the time we spend together. We give each client the autonomy to select the level of service they need and the clarity to understand all charges.
Read our Fiduciary Oath below.
Our business is built on a foundation of trust.
This requires ethical and education standards that our clients can rely on. Being a CFP® professional means you have passed a comprehensive exam, complete annual continuing educational (CE) courses, and adhere to ethical standards.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex financial-services world. We invite you to discover and experience the power of our team. We believe our team approach has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Client Service Associate
We send out fun monthly emails from Everett's perspective. Our Comfort Manager likes to keep you educated with timely insights and comical photos to put a smile on your face. Here are a few of his recent messages.
Join our mailing list to receive a little humor.
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 12 states.