Valor Wealth Partners

Company:	Valor Wealth Partners
Contact:	Edward Smith
Address:	1200 G Street NW Suite 800
City:	Washington
State:	DC
Zip:	20005
Phone:	617-648-2700
Fax:	--
Email:	Service@valorwealthpartners.com
Website:	www.valorwealthpartners.com

8000 Towers Crescent Drive Tysons, 13th Floor
Vienna
VA
22182

About My Practice

Ed leads a team revolutionizing financial planning for federal employees. Valor Wealth Partners is a veteran-owned business with offices in Washington, D.C., Northern Virginia, and serving clients virtually in 21 states. As fiduciaries 100% of the time, we always work in the best interest of our clients.

We specialize in helping federal employees maximize and take full advantage of their unique benefits.

With over 25 years of experience providing financial planning guidance, Ed has helped thousands of families navigate complex and emotional financial dilemmas. As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve.

His core values of integrity and attention to detail are attributed to service with the U. S. Marines.

We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds

For federal retirement workshops in Washington, DC and dates, visit: https://fedimpact.com/VWP.

Offering Advice Since

2000

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Tax Planning
Estate planning
Insurance
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations: CFP®
Education: MBA
Associations & Affiliations: National Association of Personal Financial Advisors (NAPFA), XY Planning Network

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

None. Valor Wealth Partners is an Investment Adviser offering services in the District of Columbia, Florida, Maryland, Massachusetts, New Hampshire, Texas, Virginia, and in other jurisdictions where exempt from registration.

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