Value Financial Advisers, Inc.

Overview

Value Financial Advisers, Inc. is an independent, privately owned registered investment adviser that has been in business since 1990. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. In addition to its advisory practice, the business operates as a registered representative of a broker-dealer and as an insurance broker, and it charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices