Founded in 1963, Valmark is an exclusive, invitation-only consortium of independent wealth transfer and wealth management firms. Valmark Financial Group is comprised of a family of companies including Valmark Securities, Inc., a FINRA-registered securities broker-dealer, Valmark Advisers, Inc., an SEC-registered investment advisor, Executive Insurance Agency, LLC, a Master General Agency for life insurance products, and the Valmark Policy Management Company.

As a collective group, Valmark Member Firms have over $70 billion of life insurance in force and an estimated $10 billion of assets under management and advisory. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate at the highest level on behalf of our clients while maintaining independence.

The exclusive private services available to our clients are provided by one of the most distinguished professional teams in the life insurance and securities industries. Valmark’s senior team includes a staff of over 100 full-time professionals who are experts in all aspects of financial, retirement and estate planning, investment analysis and portfolio management, qualified and non-qualified retirement plans, life insurance case design, underwriting and policy service, and regulatory compliance.