How does the advisor help clients – Key Takeaways:
VALPEY FINANCIAL SERVICES LLC (VALPEY) is dedicated to providing financial expertise to clients seeking to achieve their long-term financial goals. Through comprehensive planning and strategic investments, our experienced team helps clients navigate the complex world of finance and build a secure financial future.
Facts and Insights:
As of 2020, VALPEY has over $100 million in assets under management (AUM) and a team of 10 highly qualified financial advisors. With over 15 years in the industry, VALPEY has a deep understanding of the financial landscape and continuously adapts to changing market conditions to provide the best possible service to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | AUM | Number of Advisors |
|---|---|---|
| 2005 | $100 million+ | 10 |
Financial Services Offered:
VALPEY offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. Our team of experts work closely with clients to develop personalized strategies that align with their specific financial goals and risk tolerance.
Client Types:
VALPEY serves a diverse range of clients, including individual investors, families, small businesses, and corporations. We believe in building strong, long-lasting relationships with our clients to better understand their unique financial needs and provide tailored solutions.
Fees & Compensation:
At VALPEY, we believe in transparent and fair pricing. We offer fee-only services, which means we do not receive any commissions or third-party incentives. Our fees are based on a percentage of AUM, ensuring that our interests are aligned with our clients.
Background:
VALPEY was founded in 2005 by John Valpey, a seasoned financial expert with over 20 years of experience in the industry. John and his team are backed by a strong academic background and continuously participate in professional development to stay up-to-date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know:
VALPEY takes compliance and transparency very seriously. We are registered with the Securities and Exchange Commission (SEC) and are required to disclose any potential conflicts of interest, fees, and any other pertinent information to our clients. We believe in full disclosure and aim to build trust with our clients through open and honest communication.