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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-23-1994
- Office Locations
- 1
Office Locations
About Valley Forge Investment Consultants, Inc.
Valley Forge Financial Group provides integrated wealth management for individuals, families, entrepreneurs, and privately held businesses, spanning investment guidance, wealth transfer and estate planning, life insurance, and private equity/family office services. Its Family Office group is led by CPA Lisa G. Pileggi, bringing 20+ years of tax strategy and coordinating across advisors and generations.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHAEL JOSEPH MAHER
Chairman, Chief Executive Officer, Managing Member, Owner
- CRD
- #2139398
- Ownership
- 50% but less than 75%
SEAN MAHER
Advisor, Financial Advisor, Managing Member, VICE CHAIRMAN
- CRD
- #2762107
- Ownership
- 50% but less than 75%
Showing 2 of 7 owners & executives
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Steven Michael Baymor
Investment Analyst
- CRD
- #7669870
Rachel Elizabeth Kalivas
Investment Advisor
- CRD
- #6493008
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $851,873,593 | $990,551 |
| Non-Discretionary | $2,640,321,465 | $15,174,261 |
| Total | $3,492,195,058 | $3,377,365 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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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