Edward Smith (CFP®, MBA)
Edward Smith focuses in the
following client markets or areas of practice:
- AUM
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- AUM
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
Planning Specialties
Valor Wealth Partners is revolutionizing financial planning for federal employees. We are a veteran-owned business with offices in Boston, Washington, D.C., and virtually anywhere in the U.S.
Federal Employees have unique financial planning needs and you deserve a team that understands how your complex benefits can be maximized for your family. We show federal employees how proactive benefit decisions can positively affect their retirement and overall financial situation.
As fiduciary fee-only financial planners, we serve the long-term planning needs of civilian federal employees instead of focusing on selling them products.
We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds
Additional Information
With over 22 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions.
Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process.
As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve.
Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his service with the U.S. Marines.
We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds
NAPFA Start Date
September 14, 2022
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