Valley Financial Group, Inc.

EST. AUM
$237,918,365

CONTACTS

CLIENT ACCOUNTS
821

Firm Details

Metro area Philadelphia
CRD Number 312254
Website valleyfinancial.com
Client types

Overview

Valley Financial Group, Inc. (VFG) is an independent, SEC-registered investment adviser (RIA) headquartered in Ambler, Pennsylvania, originally established in early 2021. Operating under a strict 100% fiduciary mandate of care, the boutique wealth management practice delivers continuous portfolio oversight, life-milestone financial planning, and multi-scenario cash-flow engineering. The firm primarily supports a private client footprint composed of retail individuals, multi-generational families, private trusts, small business entities, corporate pension structures, and local charitable foundations. VFG maintains absolute open-architecture flexibility, avoiding high-fee proprietary bank products to customize client models security-by-security. When structurally beneficial to the client, the firm integrates vetted, institutional third-party asset managers into their Unified Managed Account (UMA) architecture to target specialized market subsets. Their underlying portfolio philosophy rejects short-term speculative trading, establishing diversified asset allocation models heavily utilizing liquid individual equities, institutional low-cost mutual funds, and tax-efficient exchange-traded funds (ETFs) curated to buffer market macro-volatility.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Valley Financial Group, Inc.

Platform Details

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