Values Added Financial

Overview

Values Added Financial is an independent registered investment adviser structured as a limited liability company and operating as a capital allocator for both individual/family and institutional clients. The firm offers comprehensive financial planning and portfolio management for individuals, small businesses and institutions, and it also provides selection-of-other-advisers services and educational seminars. Its pricing includes asset-based fees alongside hourly and fixed-fee arrangements, which lets the firm tailor billing to client needs. Investment behavior is skewed toward exchange-traded equities and ETFs, with a stated preference for equities and an active stance on ESG integration. As a capital allocator the firm outsources specialist strategies where appropriate and uses external managers for alternative exposures. Values Added Financial is not a multi-state adviser and does not function as a pension consultant; its legal affiliation includes work with a law firm.

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Public Holdings

Investments & Alternatives

Location & Offices