Valley Financial Group, Inc.
Valley Financial Group, Inc. is a wealth management and investment advisory firm headquartered in Ambler, Pennsylvania. Founded over 30 years ago, the firm provides comprehensive financial planning and investment management services to individuals, families, and businesses. Valley Financial Group operates with a team-based and client-first approach, employing around 6 professionals. The firm serves primarily individuals including both high net worth and non-high net worth clients, focused on helping them achieve their financial and legacy goals.
Investment Strategy
Valley Financial Group provides investment management as part of a holistic financial planning approach. The firm manages assets with a focus on maximizing long-term returns while aligning investment selection with the unique objectives, risk tolerance, and needs of each client. Their services include risk management, retirement planning, education and tax planning, and estate planning. The investment philosophy emphasizes personalized strategies, disciplined asset allocation, and ongoing evaluation to support clients’ life and legacy goals.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 18.85% | $31.1M | 50,107 | $495.84 | $620.90 | +$4.2M |
C CVSB | MORGAN STANLEY ETF TRUST | 10.62% | $17.5M | 346,180 | $50.36 | $50.66 | +$528.8K |
V VEU | VANGUARD INTL EQUITY INDEX F | 9.86% | $16.3M | 242,165 | $57.26 | $67.22 | +$2.1M |
C CAOS | EA SERIES TRUST | 7.29% | $12.0M | 135,400 | $86.77 | $88.84 | +$527.7K |
Q QVAL | EA SERIES TRUST | 5.88% | $9.7M | 220,357 | $41.33 | $44.01 | +$739.0K |