Building Wealth, One Informed Decision at a Time.

A Group Of Financial Advisors

Since 1998

Why Choose Us?

The modern financial world can be complex and challenging, but at Valoris, we simplify & Empower the journey For You.

Trusted By Many, Proven By Results.

75%

Average Increase in Client ROI

88%

Successful Financial Plans

92%

Client Retention Rate

95%

Client Satisfaction Rate

Who We are

With over two decades of industry experience, our team of seasoned professionals provides personalized, strategic advice tailored to each client's unique goals.

Retirement Planning

We help you create a comprehensive retirement plan tailored to your goals, ensuring you can enjoy a comfortable and secure retirement.

Investment Management

Our investment strategies are designed to grow your wealth while managing risk, providing you with a balanced and diversified portfolio.

Tax Planning

Optimize your tax strategy with our expert guidance, minimizing your tax liabilities and maximizing your savings.

Estate Planning

Protect your legacy and ensure your assets are distributed according to your wishes with our thorough estate planning services.

The Strategy

Our approach Is Simple,

Step 1. We Discover

We start with a comprehensive discovery meeting to understand your financial goals, current situation, and any concerns you may have. This helps us tailor our services to your specific needs.

Step 2. We Create Catered Plans

Based on the insights from our discovery meeting, we develop a customized financial plan that outlines clear steps to achieve your goals. This plan is tailored to your unique circumstances and priorities.

Step 3. We Monitor and Support

We then move to the implementation phase, where we put your plan into action. Our team coordinates all aspects of the strategy, ensuring each step is executed efficiently and effectively.

Team

Meet The Advisors Behind Brigade,

John Mitchell

Senior Financial Advisor

Emma Davis

Wealth Management Specialist

Sophia Carter

Tax Planning Advisor

Olivia Johnson

Client Relationship Manager

Michael Thompson

Retirement Planning Expert

Isabella Martinez

Investment Strategy Analyst

Real Stories of Success

What Our Clients Say About Us,

"Valoris has been instrumental in helping me secure my financial future. Their expert advice and personalized strategies have allowed me to grow my wealth significantly over the past few years. I couldn't be more satisfied with their services."

John Quirk

Client since 2018

"Valoris Financial Advisors truly transformed my financial outlook, especially when it came to managing my student loans. As someone juggling multiple loans with varying interest rates, I felt overwhelmed and unsure of how to make the best financial decisions.

Kim Jong

Student

Your Questions, Answered

Frequently Asked Questions

01. What services does Luminos offer?

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02. How do you customize financial advice for each client?

03. What is your fee structure?

04. How do you ensure the security of my financial information?

05. What makes your firm different from other financial advisors?

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