Our Mission & Core Values
To cultivate relationships and bring financial health, security, and peace of mind to people’s lives while always remaining consistent with our core values.
Our vision is to be the most trusted, respected, and sought-after financial advisory firm.
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.