Dakota
Dakota
Book a Demo
Talk to an Expert

Values Added Financial LLC

EST. AUM
$313,672,262

CONTACTS
3

CLIENT ACCOUNTS
513

Firm Details

Metro area Washington, DC
CRD Number 288912
Website valuesaddedfinancial.com
Client types

Overview

Values Added Financial helps progressives build thoughtful, prosperous, and impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better. The company focuses on meeting the needs of people who want a long-term advisor to help them as their lives evolve over time.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy