One Simple Rule
Guides All We Do
Starting with our Founder, for almost 60 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.
Our Five Core Values
- We Live by the Golden Rule
- We Tell the Truth About Everything
- We Simplify Complexity
- We Build Lasting, Mutually Beneficial Partnerships
- We Protect our Innovative and Entrepreneurial Culture
The Three Circles of Valmark
For over 60 years and three generations, Valmark has remained committed to keeping the company privately held so financial professionals have a solid foundation and strong relationships upon which to build their business. Valmark’s unique value proposition lies in our innovative offerings at the intersection of a full-service broker-dealer, registered investment advisor and insurance producer group. The Member Firms who call Valmark “home” are independent, highly ethical financial services entrepreneurs across the U.S. who recognize the opportunity to enhance how they serve clients by embracing diverse methods and arrays of products when offering solutions. Streamlining complexity via a unified platform empowers Valmark’s community of like-minded Member Firms to use these “three circles” as an integral part of their success and ability to serve clients’ best interest.
Get the details on why the intersection of these three circles makes Valmark “unique”.
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
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
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
Helping The Best Get Even Better
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 | ©2024 Valmark Financial Group | All rights reserved.