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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

Help people 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.

Sworn Fiduciaries

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.

Fiduciary Oath

  • I will act in the client’s best interest.
  • I will treat people with honor and dignity.
  • I will disclose all necessary information to make decisions.
  • I will not intentionally mislead.
  • I will avoid or disclose conflicts of interest.
  • I will maintain confidentiality to protect the privacy of client information.
CFP® Certification Standard

CFP® Certification Standard

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.

Learn More about CFP® Professionals

Meet Our Team

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.

Amanda Lique

Amanda Lique

Client Service Associate

James Deniger

James Deniger

Associate Planner

Everett The Weim

Everett The Weim

Comfort Manager

Would You Like to Hear from Everett?

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.

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<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.