Strategic Partners
Through our independent relationships with the ValMark Companies, Schwab Institutional, Pershing, and others, "Insert ValMark Member Firm Name" has access to some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, you have the opportunity to receive the best of both worlds – institutional quality and selection with boutique-level service and advocacy.
"Insert ValMark Member Firm Name" is a Member Firm of the ValMark Companies, an elite, a 52-year-old, invitation-only consortium of independent wealth advisory firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among ValMark's professionals are experts in investment analysis and portfolio management, life insurance and other protection products, medical underwriting, qualified and non-qualified plans, product due diligence and regulatory compliance.
As a ValMark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.
As a collective group, ValMark Member Firms have an estimated $40 billion of life insurance in force and over $12 billion of assets under management. This combined buying power gives us access to some of the nation’s best companies and products and allows us to negotiate the favorable arrangements on behalf of our clients.
ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC.
