Explore independent financial advisors
Your money
has a purpose.
Let's make sure it
serves you.
Tell us what kind of financial advice you need. We review each request by hand and, where we have a suitable advisor available, help you take the next step. You choose whether to contact an advisor.
Our approach
Money isn't the destination.
It's what gives you
the freedom to get there.
Different advisors take different approaches to financial planning. Explore advisors based on their specialties, services and the types of clients they work with.
Start with a conversation. Learn about an advisor's approach, experience and services before deciding whether to work together.
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Independent advisors
Connect with advisors who offer independent financial planning and investment services.
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One plan, every account
Good advisors read investments, tax and estate decisions from the same page.
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Revisited, not filed
A good plan is reviewed as life moves, not left in a binder.
01 — The conversation
A good advisor asks
about your life before
your portfolio.
Retirement at sixty, or a business you never sell. A second home, a first grandchild, a sabbatical that lasts a year. A good plan writes down the actual outcomes before touching a single allocation.
Concentration in one stock. A tax bill you did not see coming. Aging parents and a plan that never accounted for them. The risks that matter are rarely the ones in the brochure.
Use the first conversation to understand the advisor's approach and whether it fits your needs.
Advisors set their own fees and service terms. Review each advisor's information before deciding whether to engage them.
You don't need another
financial product.
You need the right person.
We'll show you advisors who work with situations like yours, and you decide who you'd like to contact.
- 01
Tell us where you are.
A few questions. No account numbers, no credit pull.
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Tell us where you want to go.
The goals, the timeline and the parts you are unsure about.
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Browse advisors by specialty and client type.
Explore detailed profiles to learn about each advisor's experience, approach, and areas of expertise.
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Explore their profiles. Decide when you're ready.
Contact only the advisors you choose — no obligation at any point.
James Conole, CFP®
Founder · Root Financial
Works with people who are within about ten years of retirement and want a clear plan for getting there.
Kevin Lum, CFP®
Foundry Financial
Host of Retirement Made Simple, focused on making retirement decisions clear and straightforward.
Eric, CFP®
The PeakFP
A CERTIFIED FINANCIAL PLANNER™ professional specializing in retirement income planning.
Even Better Retirement
Retirement planning
“You saved money for a lifetime, now it’s time to have fun.”
People who know the numbers.
And remember the person
behind them.
Services offered by advisors on Valora
Financial Planning
Cash flow, goals and trade-offs in one document you can actually read.
Investment Management
Low-cost, tax-aware portfolios rebalanced to the plan — not to the headlines.
Tax Strategy
Withdrawal order, harvesting and conversions, coordinated with your CPA.
Estate & Legacy
Titling, beneficiaries and the conversations most families postpone.
Risk & Insurance
Coverage sized to the plan and reviewed as the plan changes. Nothing sold in-house.
Your financial life
isn't a spreadsheet.
It's a system.
Every decision touches the next one. A Roth conversion changes a Medicare premium. A new job changes an estate plan. A good advisor keeps the pieces talking to each other.
Planning for the next chapter.
"For the first time, our financial plan actually felt like it belonged to us."
Good financial advice
should make you feel confident.
We believe wealth isn't
measured only by what you own.
It's measured by what your
money allows you to do.
Common questions
Is Valora free to use?
Yes. Exploring advisors on Valora is free, with no obligation, and we never sell your information.
Does Valora provide investment advice?
No. Valora is an independent platform that provides financial education and helps consumers discover financial advisors. Valora does not provide investment, tax, legal, or financial advice — financial advisory services are provided independently by the advisors you choose to contact.
How does Valora match me with an advisor?
You answer a few questions about your situation — what you're solving for, your assets, and your circumstances. Valora surfaces advisors who may fit, and you review their profiles and decide who, if anyone, to contact.
Who are the advisors on Valora?
Independent, fiduciary financial advisors — not Valora employees. Valora is an independent platform that helps you discover them; it isn't an advisory firm itself.
How soon will I hear back after I submit the form?
After you submit, we review your request and email you about next steps. Timing may vary.
Let's build a
financial life
that feels like yours.
Answer a few questions to find advisors who match your needs.