Valentine Wealth Management
Categories
Wealth Management
Hours:
By Appointment
Driving Directions:
We work remotely with client across the country, but meet local clients in person upon request.
About Us
I’m an independent, fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ based in Seymour, IN serving client locally and virtually across the country. I create comprehensive financial plans and manage investments for High Income Earners and those approaching or in retirement that want to work collaboratively with a trusted advisor.
Valentine Wealth’s mission is to bring exceptional and affordable financial advice and investment management services to clients one household at a time. We help you manage both current financial concerns as well as plan for what comes next.
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