THE MONEY AND VALUES GROUP

Overview

The Money And Values Group operates as a privately held limited liability company under individual ownership. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses, supplemented by manager selection and investor education through seminars and workshops. The firm is identified as a capital allocator and lists an affiliation with an insurance company, which may shape product access or distribution relationships. Fee arrangements are mixed: the firm will charge based on a percentage of assets under management as well as offer hourly and fixed-fee engagement options. According to the dataset the firm does not position itself as an active ESG investor. It is not flagged as a multistate adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices