Valley National Financial Advisors

Don’t just secure your future. Shape it.

Learn how our unique offerings of multiple services under one roof can enhance wealth creation for individuals and their families.

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Tailored strategies for every stage of life.

Because your wealth should be fueling your dreams, not your anxiety.

Investing
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Investing

Balance return and risk with a long-term approach.

Tax Planning
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Tax Planning

Optimize wealth and manage liabilities effectively.

Retirement Planning
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Retirement Planning

Strengthen your foundation for financial freedom.

Estate Planning
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Estate Planning

Align your legacy with your values and priorities.

Insurance Planning
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Insurance Planning

Identify and plan for your risk gap.

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Invest in the Strongest Bond

We’re more than just financial professionals—we’re advocates, allies, and champions for your goals.

Take the first step

  • Local and Independent

    VNFA has been privately owned since 1985 and is committed to maintaining this ownership structure to continue offering independent and locally-informed advice.

  • Over $ 1.3 Billion

    Total Assets under Management as of 2026.

  • 5 Year-99.8% Client Retention*

    Consistently ranking among the top nationally compared to peers of similar size.

*Charles Schwab’s benchmarking study is an annual survey conducted by Charles Schwab for data collection across all its custodians. Data used is based on Valley National Advisers, Inc.’s peer group, which is client firms based in $1-2 billion AUM. Data given by member firms is voluntary.

The VNFA Client Experience

You’ve worked hard to get where you are. Here’s how we help you go further.

Valley National

Design Your Path

Together, we’ll visualize the possibilities. Our team of local financial advisors, accountants, and investment professionals will help you identify the best actions to address your needs and realize your goals.

Valley National

Enjoy a Lasting Partnership

By seamlessly integrating investments, tax planning, and preparation under one roof, we’re here to support you every step of the way. No matter what obstacles you face, you can take comfort that we’ve been there.

Valley National

Build Your Legacy

As seasons change, we’ll review evolving needs, identify new opportunities, and capitalize on advanced strategies like multi-generational wealth management and estate planning.

Stay Ahead of the Curve

Catch up on the latest perspectives covering market dynamics, investment opportunities, and valuable insights. Subscribe to our newsletter, follow us on social, and tune into 88.1 WDIY for our show every Wednesday at 6PM.

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