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Valor Wealth Partners

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Client assets under management

$63,452,474

Clients

156

29% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

52

Typical

Average account size

$406,747

About

Valor Wealth Partners is a fee‑only advisory firm that serves individual and high‑net‑worth clients, providing discretionary investment management and comprehensive financial planning. The three‑advisor firm manages roughly $63 million in discretionary assets and offers ongoing portfolio supervision alongside written financial plans.

The firm builds individually tailored portfolios and combines passive and active management, applying fundamental analysis alongside technical, cyclical, and charting techniques to inform asset allocation and security selection. Valor may incorporate ESG‑oriented funds using third‑party ratings and generally seeks to limit frequent trading while operating with discretionary trading authority.

Distinctive features include a structured initial planning process conducted over four 90‑minute meetings and a two‑tier ongoing planning program that differentiates clients by access to a dedicated advisor versus an annual plan membership. Valor also discloses hosting educational seminars focused on federal government employee issues and operating a YouTube channel that generates ad revenue, both of which are noted in its brochure.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Fee options

Fixed

Initial Plan Development fee between $2,500 and $7,000; fixed annual fees for ongoing planning services (up to $12,000 or $600 annually depending on service level).

Percentage

$0+: 1.25% annually (standard advisory fee for stand-alone Investment Management) $0+: 0.50% annually (discounted fee for Investment Management when participating in Ongoing Planning services)

Project-based

$450 per hour for additional financial planning support beyond fixed fees.

Subscriptions

Ongoing Planning Membership fee of $600 annually ($50 monthly)

Other

Fee-only: Financial planning fees ranging from $2,500 to $7,000 for Initial Plan Development; ongoing planning fees up to $12,000 annually for Partnership level, $600 annually for Membership level, plus hourly fees of $450/hour for additional support.

Main office location

Valor Wealth Partners

1200 G St Nw, Suite 800

Washington DC 20005, United States

Number of offices

2

Most active in

District of Columbia · Florida · Maryland · Massachusetts · New Hampshire · North Carolina · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Ed S

CFP®

Washington, DC

Valor Wealth Partners

Ed Leads a team revolutionizing financial planning for federal employees. Valor Wealth Partners is a veteran-owned business with an office in Washington, D.C. and serving clients virtually in 19 states. With over 24 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions. Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process. 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. Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his 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

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee
user avatar

Amanda L

Series 65

Haverhill, MA

Valor Wealth Partners

Amanda Lique is a financial advisor at Valor Wealth Partners with five years of industry experience. She holds a Series 65 designation and previously worked for Digital Federal Credit Union for 15 years. Valor Wealth Partners serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning on a fee-only basis. The firm uses a combination of passive and active strategies and offers a structured planning process that includes managing employer accounts on a discretionary basis.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Zubin K

Series 65

Washington, DC

Valor Wealth Partners

Zubin Kapur is a financial advisor at Valor Wealth Partners with one year of industry experience. He holds the Series 65 designation and has prior work experience at American Directions Research Group and Cricket/AT&T. Valor Wealth Partners provides discretionary investment management and comprehensive financial planning for individual and high-net-worth clients. The firm combines passive and active strategies using fundamental, technical, and cyclical analysis, and offers specialized services including educational seminars on federal government employee benefits and discretionary management of held-away employer accounts.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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