VALUE RESOURCES FINANCIAL GROUP, LLC

Overview

Value Resources Financial Group, LLC is a small, individually owned limited liability company that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm reports a fee model that mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, indicating flexibility in how it charges clients. It does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. Industry affiliation with accounting professionals suggests a focus on tax-aware planning and coordination with clients’ financial reporting. Regulatory registration year is not provided. The firm’s classification is unclassified in the available data, and it is not described as a newly formed adviser.

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Location & Offices