Valor Wealth Partners is a Veteran Owned Business

Advisory services offered through CS Planning Corp an SEC registered investment advisor.

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About Us

Excellence

Valor Wealth Partners was formed to bring a level of excellence to financial planning and investment management services that many people were not receiving.  They asked for an experience that put them at the center of the process, gave them control of costs, and treated them with dignity.  We answered.

Edward C. Smith, CFP®, MBA
President
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Ed has been helping individuals and families with financial planning for over 18 years.  He is dedicated to creating deep personal relationships with the clients that entrust him with their family's financial needs.  Learn more of Ed's passion and expertise in his full bio.

Amanda Lique
Client Service Associate

Amanda puts the needs of others first.  Amanda has over 19 years working on the front line with clients in financial services.  Learn more of Amanda's passion and exceptional customer service skills in her full bio.

Everett
Comfort Manager

Everett is a 5 year old Weimaraner that loves to say hello and spread happiness.  He  enjoys long runs when he is forced to get up from one of his frequent naps.  Everett is also eager to meet and play with kids and other dogs.