Valley Financial Group

Kevin Mcgarry is a financial advisor at Valley Financial Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, H. Beck, Inc., and DWS Investments Distributors, Inc. In addition to his advisory role, he volunteers as a basketball coach in Ambler, PA. Valley Financial Group provides investment management and integrated financial planning to individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm employs a primarily top-down, evidence-based investment approach and offers discretionary portfolio management alongside access to third-party managers and a wrap fee program.

Frank Pizzichillo is a financial advisor at Valley Financial Group with three years of industry experience. He holds a Series 65 designation and previously worked at Brinker Capital. Valley Financial Group serves individuals, families, trusts, charitable organizations, businesses, and pension plans by providing investment management and integrated financial planning. The firm employs a primarily top-down, evidence-based investment approach and offers discretionary portfolio management alongside access to third-party managers and a wrap fee program.

James Donnelly is a financial advisor at Valley Financial Group with five years of industry experience. He holds a Series 65 designation and has prior experience at H. Beck. In addition to his advisory role, Donnelly serves as Patrol Operations Commander at the Bensalem Township Police Department, a position he has held for over two decades. Valley Financial Group advises individuals, families, trusts, charitable organizations, businesses, and pension plans, focusing on investment management and integrated financial planning. The firm employs a primarily top-down, evidence-based investment process and offers discretionary portfolio management alongside access to third-party managers and a wrap fee program.

Edward Woehlcke is a CFP® professional with 18 years of industry experience. He has worked at Valley Financial Group and H. Beck, Inc. since 2016 and previously spent five years at Brinker Capital. He is the sole proprietor of Woedaddy Investments, where he analyzes returns on investment real estate. Valley Financial Group advises individuals, families, trusts, charitable organizations, businesses, and pension plans, providing investment management and integrated financial planning. The firm uses a primarily top-down, evidence-based investment process and manages portfolios predominantly on a discretionary basis.

Morris Licciardello Jr. is a financial advisor at Valley Financial Group with 26 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and H. Beck, Inc. Licciardello also provides certified tax preparation services and serves as an internal consultant to Valley Financial Group. Valley Financial Group advises individuals, families, trusts, charitable organizations, businesses, and pension plans, offering investment management and integrated financial planning primarily on a discretionary basis. The firm employs a top-down, evidence-based investment process and customizes financial plans to guide portfolio construction and ongoing management.