Our Mission

WHO WE ARE
Valor Investments and Planning (VIP) is a privately owned and independent Registered Investment Advisory (RIA). We provide services curated to deliver a client experience that we are both proud of and excited to share. We are completely independent; free from any restrictions preventing us from seeking the right investment and insurance solutions to deliver our clients. We believe money is a tool, not the goal, and our job is to understand the outcomes our clients desire so that we can construct a portfolio or plan that allows them to make informed decisions. We operate in a fiduciary capacity for our clients, meaning decisions that are in their best interest and not our own. We charge a fee for asset management and financial planning services. Brokerage services are also made available to clients through our dual registration.

Valor Investments and Planning is a member of Valor Strategy Group. A family of professional service organizations compiled to deliver more professional capacity for clients and advisor partners.

OUR GOAL
We strive to create access points to better financial futures. Clients should clearly understand their relationship with their advisors and the transparency behind the tools and solutions they provide. To efficiently implement appropriate strategies, we need to educate. An informed client can commit to decisions they understand and feel comfortable with the outcomes. It’s important to us that our clients find alignment with our process as we continue to deliver high-impact solutions that coincide with their core values and expectations.

The Valor Advantage

Valor Strategy Group provides strategic management services to its portfolio of companies and network of advisors that offer Real Estate Services, General Contracting, Insurance, Investments, Estate Planning, Employee Benefits, and Bespoke Business Advisory Solutions.

All of the companies within Valor Strategy Group, including Valor Investment & Planning, strive to grow and evolve with the ever-changing market. Every decision is made through the lens of how we can better serve our clients during every step of their unique journey.