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Forms ADV & CRS

VFIC Form ADV Part 2A (07-06-23)

VFIC Form CRS (07-06-23)

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  • Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member Member FINRA / SIPC.
    Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
    Valley Forge Financial Group, Inc. is independently owned and operated from M Holdings Securities, Inc.
    M Holdings Securities, Inc. is a wholly-owned subsidiary of M Financial Group, of which Valley Forge Financial Group, Inc. is a member.
    Investment Advisory Services Offered through Valley Forge Investment Consultants, Inc. and VFPE Advisors, LLC.
    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
    CA license # 0M39375
    File: 3800295.1

  • M Financial Group Member Firm

  • Valley Forge Financial Group ©