INNOVATIVE PLANNING. TRADITIONAL VALUES.

PROVIDING MODERN COLLABORATIVE SOLUTIONS

GROUNDED BY UNWAVERING INTEGRITY

INNOVATIVE PLANNING. TRADITIONAL VALUES.

PROVIDING MODERN COLLABORATIVE SOLUTIONS

GROUNDED BY UNWAVERING INTEGRITY

INNOVATIVE PLANNING.
TRADITIONAL VALUES.

PROVIDING MODERN COLLABORATIVE SOLUTIONS

GROUNDED BY UNWAVERING INTEGRITY

The Valmark Advantage

Stability

Three Generations.
Half a Century.
Solid footing for your future.

“Valmark is the broker-dealer for any firm that sees the wisdom in betting on themselves instead of remaining part of the herd at a huge institution.”

—David McKechnie, CLU
Member since 2003

The Broker-Dealer for
High-Integrity Firms

Our Story

Community

A brain trust of premier advisors.
Bonded by integrity.
Committed to rising together.

“It’s refreshing to be part of a collaborative group that freely shares best practices and is ready for any change the industry can throw at us.”

—Tom Fay, CLU, ChFC
Member since 2015

Where Steel
Sharpens Steel

Our Members

Innovation

Methods actually designed
to propel your business.
Not stifle it.

“It continually amazes me to witness the commitment Valmark shows in creating and refining processes that make my job easier as an agent.”

—Tom Bishop, CLU, AEP
Member since 2013

When Our Members Speak,
We Listen

Our Innovations

Helping The Best Get Even Better

For 50+ years we’ve been collaborating with our member financial service firms to make a difference – doing the right thing for their clients, their communities and the next generation.

“Valmark looks out for the health and stability of your business long term. They stay on top of every aspect of our industry: trends, legislation, even changes at the carrier level.“

Rudy Cecchi, JD, LLM
Principal
Rudy Cecchi & Associates
Valmark Member since 1989

“Valmark is brilliant at creating value-added processes. They consistently deliver methods that improve all sides of our business.”

Brad Mueller, CLU, CHFC
Principal
Wipfli Hewins Investment Advisors, LLC
Valmark Member since 2013

“We could see immediately that everyone at Valmark was genuine in their concern for our goals and in caring for our relationship. This is a company with a soul and a purpose.”

Tom Haught, CFP, ChFC
President
Sequoia Financial Group
Valmark Member since 2005

One Simple Rule
Guides All We Do

Starting with our Founder, for more than 50 years this treasured blue marble has been passed to every new member who joins the Valmark family of firms. Learn how this enduring touchstone guides us toward the highest ethical standards in all of our dealings.

Making a Difference

Values matter most when they change the world for the better. Learn how our Member Firms and their clients support causes dearest to their hearts.

It’s why we do what we do.

Securities offered through ValMark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor.
130 Springside Drive, Akron, Ohio 44333. (800) 765-5201. FINRA | SEC | SIPC |MSRB  |  ©2016 Valmark Financial Group | All rights reserved.