Financial Planning Built Around Tax Strategy

We bridge the gap between financial planning and tax strategy to build a smarter, more tax-efficient plan for your future.

At Valentine Wealth Management, we provide comprehensive financial planning and investment management for professionals, business owners, and retirees who want clarity and confidence with their money.

As an independent, fee-only fiduciary financial advisor, our advice is designed to serve your best interests, not sell products. Whether you're planning for retirement, managing equity compensation, or navigating major financial decisions, we help you build a strategy that aligns your wealth with your life goals.

Working with the right financial advisor can simplify your financial life and build a clear path toward financial independence. Schedule a complimentary discovery meeting to discuss your goals and see if working with a CFP® professional make sense.

Schedule Your Free Discovery Meeting

Frequently Asked Questions

Yes, we have a simple 3-step process for any potential new relationship.
1. Schedule a Discovery Meeting
We start with a free introductory meeting to understand your goals, financial situation, and what you're looking for in an advisor.
2. Evaluate Fit
We'll discuss how we work, what our process looks like, and whether we are the right partner for you.
3. Build Your Financial Plan
If we decide to move forward together, we begin building a comprehensive financial plan designed to align your investments, taxes, and long-term goals.
We typically work with professionals, business owners, and retirees who want coordinated financial planning and tax-efficient investment strategies. Many of our clients are within 10 years of retirement or already retired and are looking for a long-term advisor to help manage their investments and guide important financial decisions.
Working with a financial advisor can be valuable if you want professional guidance, accountability, and a coordinated strategy for managing your wealth. Many clients seek advice when they are approaching retirement, managing complex finances, or simply want confidence that their financial plan is on the right track.
Scheduling a discovery meeting is the best way to determine whether our services are the right fit for your needs.
While Valentine Wealth Management is based in Seymour, Indiana, we work with clients both locally and virtually across the country using secure video meetings and digital planning tools.
Yes, each client will work with a single dedicated advisor.
Yes. Valentine Wealth Management provides ongoing investment management as part of our comprehensive financial planning services. We design and manage low-cost diversified portfolios aligned with your goals, risk tolerance, and long-term financial plan.
Your investments are continuously monitored and adjusted as needed, and we incorporate tax-efficient strategies and coordination with your broader financial plan to help keep everything working together.
Valentine Wealth Management is a fee-only fiduciary firm, meaning we are paid directly by our clients and do not earn commissions from selling products. Most clients pay an annual advisory fee based on the assets we manage, typically ranging from $4,000 - $15,000, which includes ongoing financial planning, investment management, and advice.
We’ll review our fees in detail during your complimentary discovery meeting so you know exactly what to expect before moving forward.
We do not have a minimum asset level requirement to become a client. We will discuss whether our fees are realistic for you in a discovery meeting within the context of your asset level and annual income.
Many financial advisors are compensated through commissions or product sales.
At Valentine Wealth Management we are:
✔ Fee-Only including a Maximum Annual Fee
✔ Independent
✔ Fiduciary
✔ CFP® Professional Led
This means every recommendation is designed to serve your best interest and long-term financial success.