Welcome to Valentine Wealth Advisors

Financial Planning with Purpose, Perspective, and Direction

With a listen-first approach and a focus on long-term planning,
Valentine Wealth Advisors helps clients move forward with clarity, confidence, and purpose.

Listen First Approach

We take time to understand what matters most before building a financial strategy.

Personal Guidance

Financial guidance built around what matters most: your goals, your values, your family, and your future.

Long-Term Perspective

Financial planning designed to help you stay focused on the bigger picture.

Confidence Along the Way

Clear financial guidance to help you move forward with greater confidence.

About Valentine Wealth Advisors

A Relationship-First Approach to Financial Planning

Valentine Wealth Advisors was founded by Tim Valentine, CFP®, APMA®, BFA™, with a commitment to helping individuals, families, and business owners make confident financial decisions through personalized planning and long-term strategy.

Serving the Akron-Canton area, Valentine Wealth Advisors focuses on building financial plans that reflect each client’s values, goals, and future vision. Rather than offering one-size-fits-all solutions, the firm takes the time to understand each client’s full financial picture and create strategies designed to support both current needs and long-term success.

The firm specializes in comprehensive financial planning, retirement planning, retirement income management, investment planning, insurance planning, and estate planning, with an emphasis on long-term tax efficiency.

Our Services

Financial Services Designed to Support Every Chapter

From retirement and investment planning to insurance, estate planning, and tax-efficient strategies, Valentine Wealth Advisors provides guidance designed to help clients make informed decisions at every stage of life.

Financial Planning

Our financial planning service offers a thorough analysis of your financial health to help you set and prioritize your financial goals.

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Retirement Planning

Our retirement planning services are designed to help you build a secure and enjoyable retirement.

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Investment Strategies

Our investment strategies service is crafted to grow and safeguard your wealth through informed market insights and tailored portfolio management.

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Tax Planning

Minimize your tax liabilities and enhance your earnings through our expert tax planning services.

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Income Strategies

Our income strategies service is dedicated to generating consistent and reliable income streams, incorporating tax-efficient withdrawal strategies.

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College Planning

Our college planning service is designed to help you invest in your child’s education with confidence.

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Estate Planning

Planning for the future is an essential step in securing the well-being of your loved ones and preserving your legacy.

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Insurance Reviews

Ensure your coverage meets your evolving needs with our insurance review service.

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01. Introduction Meeting

We start by getting to know you, your goals, your concerns, and what you want your financial future to look like.

02. Full Financial Review

Next, we take a deeper look at your current financial picture, including your income, investments, retirement plans, insurance, and long-term priorities.

03. Personalized Strategy

From there, we create a clear plan designed around your needs, values, and future goals.

04. Ongoing Guidance

As life changes, your plan may need to change too. We continue to review, adjust, and guide you along the way.

Our Process

From the first conversation to ongoing guidance, our process is designed to keep your goals at the center.

We Listen First

We Plan Thoughtfully

We Guide Clearly

We Support Long-Term

Built on trust, guided by experience, and focused on your future.

Why Choose Valentine Financial Services

Our approach is personal, thoughtful, and designed to help you make confident decisions at every stage of life. Our expertise is built around the key areas that help clients plan, protect, and move forward with confidence.

The Valentine Difference:

Personalized Planning

Relationship-Focused Guidance

Clear Communication

Ready to Take the Next Step Toward Your Financial Future?

Financial planning starts with a conversation. Valentine Wealth Advisors is here to help you create a thoughtful strategy built around your goals, values, and long-term vision.