To cultivate rewarding relationships and provide practical solutions uniquely tailored for our clients.
In 1967, our founder, George C. Beyer’s vision to build a business became a reality. His goal was to assist clients in sound decision making to secure and enhance their financial future. The business was built on honesty, integrity and perseverance. These values continue to sustain our long-term relationships with our clients. With a sturdy hand, George expanded Wealth Transfer to include Pension Management, Investments, Private Equity and Family Office. Each of the companies has grown to earn leadership positions in their respective fields not only locally, but nationally.
George Beyer transitioned the leadership of the company to his nephews Mike and Sean Maher in the late 1990’s, in the same meticulous way that he counseled many families during his successful career. Mike and Sean provide a complementary set of experiences and expertise, and currently serve as the stewards for the company. George also created a corporate culture with an enthusiasm for fly-fishing and an appreciation for the outdoors, which often provide the tranquil environment necessary for creative thinking and problem solving with clients.
Much has changed over the decades since 1967, but Valley Forge Financial Group is keenly aware of our mission to provide proactive solutions to complex situations, with each of our loyal, talented and specialized team members being personally aware of their trusted role in protecting and enhancing your financial comfort and well-being.
Our Core Values
Be responsible and accountable.
Every Team Member at VFFG is held responsible and accountable for themselves, colleagues, clients and the company. We take pride in the quality of work we deliver and ensure our intentions are in the best interest of our clients.
Respect is the foundation of society. Team Members of Valley Forge Financial Group exhibit respect in all aspects of our lives.
Deliver the best possible results.
It is our priority to provide thoughtful, timely and accurate results in our work.
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.
We create value through the work we produce, the relationships we make, and the way we represent Valley Forge Financial Group and the community.
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.
When we enjoy the people we work with and the environment we work in, it’s much easier to focus on achieving our goals.