Logan Valentine, CFP®, AINS®
Logan Valentine is the Founder of Valentine Wealth Management, a fee-only fiduciary financial planning firm focused on helping clients make smarter, more tax-efficient financial decisions.
As a CERTIFIED FINANCIAL PLANNER® professional, Logan specializes in comprehensive financial planning, investment management, and tax-aware strategies for high-income professionals, business owners, and retirees.
With over a decade of experience in financial services, including five years as a High Net Worth Advisor at Charles Schwab, Logan founded Valentine Wealth Management in 2023 to deliver a more personalized, proactive, and relationship-driven approach to financial advice. Logan believes effective financial planning goes beyond numbers.
He is a Christian, Husband, and proud Girl Dad. He looks to understand your goals, values, and behavioral tendencies to build a coordinated financial plan that integrates investment strategy, tax planning, and long-term decision making-helping ensure every part of your financial life works together.
Professional Background & Credentials
Community Involvement
Treasurer, Board of Directors - Seymour Meals on Wheels
Member & Volunteer - Emmanuel Church (Seymour Campus)
Member - Jackson County Chamber and Jackson County Young Professionals
Youth Soccer Coach
Work With Logan
If you're looking for a trusted, fee-only financial advisor to help coordinate your investments, retirement plan, and tax strategy, the next step is a conversation.
