Our History
Founded in 1967, Valley Forge Financial Group was built on a clear vision: to help clients make sound, disciplined decisions that protect and enhance their financial future. Our founder, George C. Beyer, established the firm on principles of honesty, integrity, and perseverance—values that continue to guide our work today. With a steady hand and long-term perspective, he expanded the firm’s capabilities to include wealth transfer, investment management, private equity and private real estate, and family office services. In the late 1990s, George thoughtfully transitioned leadership to his nephews, Mike and Sean Maher, who now serve as stewards of the firm, bringing complementary experience and a shared commitment to proactive planning and enduring client relationships.
Our name reflects the foundation of our approach. Valley Forge is one of the most enduring symbols of resilience, preparation, and unity in American history—qualities that closely parallel the work we do for our clients. We have adopted that heritage of endurance and transformation as the cornerstone of our brand, striving every day to forge our clients’ financial well-being with purpose and persistence. Today, Valley Forge Financial Group proudly serves individuals, families, and privately held businesses with comprehensive, intelligent guidance—helping clients navigate complexity, plan with discipline, and move forward with confidence through every chapter of life.
Our Core Values
Be responsible and accountable.
We take pride in the quality of work we deliver and our intentions are always in the best interest of our clients.
Respect everyone.
We strive to treat respect as a foundational principle and aim to reflect it in how our team members conduct themselves in all aspects of their work and interactions.
Deliver the best possible results.
It is our priority to provide thoughtful, timely and accurate results in our work.
Be committed.
Our founders built this company by embracing patience, dedication and commitment. We strive to emulate these values in all that we do.
Protect confidential information.
We maintain the integrity and confidentiality of all information provided to us by our clients. Continuous training and vigorous enforcement of our policies are designed to protect sensitive information.
Never stop learning.
Ongoing self-improvement and professional development are keys to a successful organization. We support our Team Members in their pursuit of education and training.
Create value.
We create value through the work we produce, the relationships we make, and the way we represent Valley Forge Financial Group.
Be transparent and honest.
We welcome transparency and honesty to guide us in creating a productive environment. We are up front and open about the fees we charge for our services.
Have fun!
When we enjoy the people we work with and the environment we work in, it’s much easier to focus on achieving our goals.