About Us
Valentine Wealth Management was created to provide a high touch wealth management service for clients that desire a proactive relationship that will maximize their ability to reach their goals. Where there are higher levels of complexity, we believe that we provide a higher value to our clients. We will dive deep into your goals and guide you through all financial decisions you face as well as provide accountability on implementation and execution.
Our mission is to bring exceptional and affordable financial advice and investment management services to clients one household at a time. We help you manage both current financial concerns as well as plan for what comes next.
Logan Valentine, CFP®, AINS
Logan Founded Valentine Wealth Management in 2023 after more than a decade of experience in financial services. He is a Christian, Husband, and proud Girl Dad. Professionally Logan is a CERTIFIED FINANCIAL PLANNER™ (CFP®), licensed insurance agent, small business owner and complete financial nerd.
He looks to understand your goals, emotional traits, and behaviors to know you personally. Then combine that with Financial expertise and Tax knowledge to develop a holistic plan with suitable recommendations one step at a time.
After 5 years serving clients as a High Net Worth Advisor at Charles Schwab, he decided to launch his own firm to provide the highest level of service possible to a select group of goal oriented clients.
Some of Logan’s community involvement and professional affiliations include:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
XY Planning Network, Fee Only Network, and NAPFA Registered Advisor
Treasurer Board of Directors - Seymour Meals on Wheels
Member Emmanuel Church Seymour Campus and Production Team Volunteer
Jackson County Chamber and Jackson County Young Professionals
CrossFit Seymour and Volunteer CrossFit Open Judge
Seymour Youth Soccer Coach
