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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-16-2021
- Office Locations
- 1
Office Locations
About Valley Financial Group
Valley Financial Group is a Pennsylvania-based advisory firm that operates as a team of financial professionals delivering investment management and financial planning with an emphasis on legacy goals. Portfolios are built primarily with ETFs and public funds, focusing on asset allocation and risk management, and the firm also provides estate, tax, retirement, and insurance planning. Custody includes Schwab and Fidelity; the firm publishes the Blue Money and The Money Experience podcasts.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN STEVEN MCGARRY
Partner, PRINCIPAL
- CRD
- #4371076
- Ownership
- 50% but less than 75%
EDWARD STANLEY WOEHLCKE
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4192226
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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James Donnelly
Investment Advisor
- CRD
- #7306185
Frank Pizzichillo
Associate Financial Advisor
- CRD
- #7614916
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $287,218,133 | $310,506 |
| Non-Discretionary | $0 | -- |
| Total | $287,218,133 | $310,506 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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