Valentine Wealth Management
Categories
Wealth Management
Hours:
Monday - Thursday 8:30am - 5:00pm
Friday 8:30am - 4:30pm
Appointment Only Outside Business Hours
About Us
Valentine Wealth Management is an independent, fee-only fiduciary financial planning firm based in downtown Seymour, Indiana, serving individuals, families, retirees, and business owners throughout Southern Indiana and nationwide.
We specialize in comprehensive financial planning, retirement planning, investment management, and tax-efficient financial strategies. Our approach bridges the gap between financial planning and tax strategy, helping clients make informed decisions that support their long-term financial goals.
As a fiduciary, we provide personalized, objective financial advice designed around each client's unique circumstances, without commissions or product sales.
Images
Rep/Contact Info
