Work with a Proactive Financial Advisor for advice tailored uniquely for you.

Wealth Management for your Entire Financial Life.

Our Clients come to us with the following Goals:

  • Proactive Relationship with a Wealth Manager

  • Single Point of Contact for your Financial Life

  • Confidence that you are on track for your Goals

  • Pay less in taxes over your lifetime

  • Understand Personal & Business Finances

  • Increase Profit & Cash Flow

  • Monitor Insurance Coverages to Manage Risk

  • Review and Develop Estate Plans for the Next Generation

Serving clients in Seymour and virtually nationwide.

Services designed to maximize finances and free your time.

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Personal Finances & Investment Management

For high earners and those approaching or in retirement. Our services provide a proactive partner that will optimize your entire financial life so you can make decisions with confidence and eliminate your stress.

We're committed to redefining success by building a team around you and your finances.

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Small Business Finances

We get to know your business, identify gaps, and use data-driven insights to help increase profit and reduce taxes. Many tax professionals are recording what happened in the past, but we are going to forecast and plan actions now that will impact the future.

Stay ahead of the curve with cutting-edge analyses and thought-provoking discussions tailored for visionary leaders.

See What Others are saying.

  • “Logan handles my personal and business finances. In our first conversation he was able to save our company over $10,000 a year in taxes. He has made a very complicated tax strategies very easy to understand for someone that isn't a CPA. He laid out a solid plan on our personal finances to better prepare my family for the future. I would recommend anyone use Valentine Wealth Management, especially if you are a business owner.”

    - Douglas

  • “Logan has been awesome to work with. You can tell he loves what he does and strives to do what is best for his client. He is extremely knowledgeable about all aspects of the business. His goal is to help his client reach their financial goal. It’s more than just a job to Logan. I would definitely recommend him to help you navigate your financial future.”

    - Lisa

  • “Have worked with Logan Valentine for a few months now and have been quite happy with his attention to detail, and taking a lot of time during our meetings to explain data and confirming that I understand and agree. It is a pleasure to work with him.”

    - Deborah

  • “Logan's expertise in handling complex financial needs, especially for high earners and business owners, is truly impressive. He is not only highly competent but also trustworthy. As an independent, fee-only advisor, his expertise in all financial topics - tax planning, cash flow management, retirement planning, investments, etc. are invaluable. Highly recommend!”

    - Alexis

  • “Never like sitting down with financial advisors but this time it was different. He was very knowledgeable and brought in others aspects towards retirement and taxation that I’d not heard before. Very glad we switched.”

    - David

  • “Logan has been instrumental in helping guide my finances and my future plans. I would highly recommended him to anyone. He is thoughtful and personable making sure you truly understand where your finances are going and how to best utilize them.”

    - Benjamin

All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Valentine Wealth Management gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.

All endorsements have been provided by persons who are not clients of Valentine Wealth Management. No person was compensated for providing these endorsements. Valentine Wealth Management gained each person's permission to publish their endorsement.

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Let’s find out if we’re the right fit for you!