Home / About Us / Culture & Values

Valley National Financial Advisors has been locally based and privately owned since 1985.

Group photo showing some of VNFAs staff and leadership

For 38 years, our team has stayed true to our original mission to help clients make the right financial choices, which then allows them to pursue and achieve their lifelong goals and dreams.

Valley National Financial Advisors’ team is listed as one of Financial Times’ Top 300 Financial Advisers in the United States. The team is comprised of almost 40 professionals – many of whom have been at the firm for more than 10 years. Locally, VNFA has been among The Morning Call’s Top Workplaces, and has been recognized repeatedly, not only as one of the top financial services brands in the region.

*Please Note: Ranking Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the  investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the  investment professional’s firm.  ANY QUESTIONS: Valley National’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Clients First

VNFA is committed to remaining an independent organization, focused on clients first. Our team of professionals live and work alongside many of our clients in the Lehigh Valley community.

Every member of our team makes professional development a priority, and is accountable to act in the best interests of our clients. These are among our shared values that support how we work as a collaborative, performance-driven team.


VNFA is dedicated to ensuring the RIGHT employees work for and service our clients.

VNFA is designed to operate free of corporate conflicts, sales or other external distractions.

The VNFA brand and its employees are deeply involved in its local community.

VNFA supports learning and educational improvements.

VNFA is accountable to place clients’ interests ahead of its own.

A deep appreciation of the past, solid understanding of the current, and a drive to continue to make VNFA better in the future.

Recent Team Headlines