Valpey Financial Services, LLC is a Registered Investment Advisor based in Concord, NH, offering fee-only financial planning and investment management services. Led by Ron Valpey, a Certified Financial Planner professional and Accredited Investment Fiduciary, the firm provides comprehensive retirement and investment planning, as well as assistance with college, tax, and estate planning. With over 39 years of personal and professional investment experience, Ron is dedicated to acting in his clients' best interests and fully disclosing any potential conflicts of interest.
Valpey Financial Services, LLC is committed to providing asset-based fee-only financial advisory services, with a focus on clients with a minimum of $650,000 in assets. The firm's team, including Chief Compliance Officer Victoria Webber and Financial Paraplanner Qualified Professional Kristen Zaffini, works closely with clients to develop personalized financial strategies. Valpey Financial Services, LLC is a member of various professional associations, including the National Association of Personal Financial Advisors and the Financial Planning Association, and is dedicated to educating individuals on financial matters through involvement with non-profit organizations like the New Hampshire JumpStart Coalition.
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