At Valliant & Associates, your financial values are our advisors’ priority. Providing you with sound financial advice and thoughtful solutions that reflect your goals and risk tolerances is our corporate mission. Our disciplined investment approach provides the foundation for a meaningful wealth management strategy that, in coordination with your team of tax, legal, and other professionals, gives you the confidence to pursue your goals while building your financial legacy.
We are one.
One team. No exceptions. We are a group of strong & diverse individuals united by a clear, common focus: our clients and their financial needs. We are honored that our clients trust our abilities to manage their financial affairs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.