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Valley Forge Financial Group

EST. AUM
$3,492,195,058

CONTACTS
6

CLIENT ACCOUNTS
1,034

Firm Details

Metro area Philadelphia
CRD Number 123898
Website vffg.com
Client types

Overview

Valley Forge Financial Group is a comprehensive wealth management firm that offers personalized financial guidance to individuals, families, and privately held businesses. Their services span wealth transfer, estate planning, investment guidance, life insurance, private equity, and family office services. The firm emphasizes a values-based approach, aiming to build “Financial Freedom” through “Financial Wisdom,” which they define as experience-backed knowledge and ethical decision-making. With a strong focus on personal relationships and long-term trust, Valley Forge delivers customized strategies to help clients accumulate, manage, and preserve wealth.

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Alternative Activity

Address

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

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