Your values.
Your legacy.
Our guidance.
Fiduciary planning and investment management
for families who value trust, clarity, and relationships.
As a fiduciary, our responsibility is clear: to put your best interests first—always. That commitment is at the heart of everything we do. We believe that managing wealth is about more than just investments; it's about listening deeply, understanding your values, and helping you make confident, informed decisions that support the life you envision.
With decades of experience and a passion for building lasting relationships, we’re here to provide honest guidance, thoughtful planning, and the peace of mind that comes from knowing you have a trusted partner by your side.
“Having the courage to show up and face life’s most challenging situations with wisdom, grace and skill is what Valor is all about to me.”
Meghan Vanderlugt
Contact Us
Interested in learning more? We would love to get to know you. Contact us with any questions, or to schedule a complimentary 15-minute consultation.