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About VNFA

Valley National Financial Advisors is a one-stop financial services firm, integrating financial planning, wealth management, tax, insurance and more under one roof. Our VNFA mission is to help clients make the right financial choices in pursuit of their lifelong goals and dreams. Since 1985, VNFA has remained an independent organization focused on clients first.

Relationships

Our clients value their personal relationships with their financial advisor and service team who create custom solutions to address as many of their needs as possible. Learn More

Communication

Our team creates a personalized experience for each of our clients based on a mutual trust and understanding of individual values, experiences and expectations. Learn More

Direction

Our firm has been dedicated to serving our clients for 35 years, and is committed to remaining an independent and locally-based organization for years to come. Learn More

We're here to help

VNFA clients can rely on their financial advisor and their personal service team to be by their side through life’s twists and turns. Our team has the experience and knowledge to help navigate complex financial situations, and have personal connections with our clients and their families, many that span multiple generations.

Our Team Members

What We'll Do For You

We don’t just want to know the numbers. We want to know you. Your advisor will partner with you to address all the decisions that affect you as you go through life. VNFA has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to industry technology, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth. 

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Financial Planning

Financial planning involves more than saving for retirement. VNFA clients have the peace of mind that their advisory team is considering their full financial picture, including tax planning, insurance, estate planning strategies, investments and asset management, education planning and trust services. And all of these services are provided under one roof.

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Wealth Management

At VNFA our investment philosophy is centered on developing and monitoring a portfolio strategy that aligns with our clients’ goals and expectations. We seek to deliver investment return while managing risk by employing disciplined processes related to asset allocation, security selection, and portfolio construction, coupled with daily monitoring and risk assessment. Most importantly, we are always there to guide our clients, especially during periods of market volatility.

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