Founded in 1989, Valentine & Kebartas, Inc. is an employee-owned investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm's mission is to provide objective, long-term investment counsel and customized portfolio management for a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. They emphasize building lasting client relationships and operate on a fee-only basis to align their interests with those of their clients.

Founded in

United States