Work with a Proactive Financial Advisor for advice tailored uniquely to you.

Logan Valentine, CFP®

I’m an independent, fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ based in Seymour, IN serving client locally and virtually across the country. I create comprehensive financial plans and manage investments for High Income Earners and those approaching or in retirement that want to work collaboratively with a trusted advisor.

Valentine Wealth’s 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.

I utilize technology to maximize convenience and security. Digital account access, virtual communication, and cloud-based portals help you manage your finances quickly and easily whether at home or on the go.

Services designed to maximize finances and free your time.

See What Others are saying.

  • “Logan handles my personal and business finances. In our first conversation he was able to save our company over $10,000 a year in taxes. He has made a very complicated tax strategies very easy to understand for someone that isn't a CPA. He laid out a solid plan on our personal finances to better prepare my family for the future. I would recommend anyone use Valentine Wealth Management, especially if you are a business owner.”

    - Douglas

  • “Logan has been awesome to work with. You can tell he loves what he does and strives to do what is best for his client. He is extremely knowledgeable about all aspects of the business. His goal is to help his client reach their financial goal. It’s more than just a job to Logan. I would definitely recommend him to help you navigate your financial future.”

    - Lisa

  • “Have worked with Logan Valentine for a few months now and have been quite happy with his attention to detail, and taking a lot of time during our meetings to explain data and confirming that I understand and agree. It is a pleasure to work with him.”

    - Deborah

  • “Logan's expertise in handling complex financial needs, especially for high earners and business owners, is truly impressive. He is not only highly competent but also trustworthy. As an independent, fee-only advisor, his expertise in all financial topics - tax planning, cash flow management, retirement planning, investments, etc. are invaluable. Highly recommend!”

    - Alexis

  • “Never like sitting down with financial advisors but this time it was different. He was very knowledgeable and brought in others aspects towards retirement and taxation that I’d not heard before. Very glad we switched.”

    - David

  • “Logan has been instrumental in helping guide my finances and my future plans. I would highly recommended him to anyone. He is thoughtful and personable making sure you truly understand where your finances are going and how to best utilize them.”

    - Benjamin

All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Valentine Wealth Management gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.

All endorsements have been provided by persons who are not clients of Valentine Wealth Management. No person was compensated for providing these endorsements. Valentine Wealth Management gained each person's permission to publish their endorsement.

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