Founded in 1963, Valmark Financial Group is a high-end, independent, full-service financial services firm that serves as a "boutique" partner to its exclusive network of Member Firms. It operates as a B2B producer group, offering sophisticated wealth transfer and wealth management strategies, products, and support to independent financial advisors serving high-net-worth individuals and corporate clients. The company's core services are delivered through its affiliated entities, including Valmark Securities, Inc. (a broker-dealer), Valmark Advisers, Inc. (a registered investment adviser), and Valmark Insurance Agency.

Founded in

United States