Your choice for Financial Services
Value Financial Advisers, Inc. has a clear and important goal: to provide high quality investment advice and personal service to clients who want to grow their wealth, yet maintain a margin of safety. We provide continuity of personnel and a proven investment strategy. The firm has operated continuously since incorporating in 1983. The President and two Vice Presidents have over 90 years of combined professional investment advisory experience, 75 of those years working as a team at our firm.
Our main service is fee-based Portfolio Management. We work hard to know our clients and understand their financial goals and risk tolerance. We look for situations where our approach fits very well with the investor’s needs. This provides the best chance of a long-term win-win advisory relationship. We offer additional financial planning and wealth management services as conditions warrant or as clients request.
We subscribe to the Value Philosophy of investing. Our Investment Committee works extensively to maintain a ‘sober’ view of worldwide economies and financial markets. We observe that those who blindly follow the crowd often run off the cliff. We take our fiduciary obligation very seriously. We study closely many of the world’s most successful investors and incorporate their wisdom into our portfolio decisions.
We are happy to discuss our outlook and services with anyone. Please feel free to give us a call; there is no charge or obligation for such conversations. Or ask and we’ll start sending you our free quarterly publication. We look at every interaction as an opportunity to improve someone’s investing future, not necessarily as a way to sell him or her to become a new client.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.