About
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
Financial Planning
Our financial planning service offers a thorough analysis of your financial health to help you set and prioritize your financial goals.
Retirement Planning
Our retirement planning services are designed to help you build a secure and enjoyable retirement.
Investment Strategies
Our investment strategies service is crafted to grow and safeguard your wealth through informed market insights and tailored portfolio management.
Tax Planning
Minimize your tax liabilities and enhance your earnings through our expert tax planning services.
Income Strategies
Our income strategies service is dedicated to generating consistent and reliable income streams, incorporating tax-efficient withdrawal strategies.
College Planning
Our college planning service is designed to help you invest in your child’s education with confidence.
Estate Planning
Planning for the future is an essential step in securing the well-being of your loved ones and preserving your legacy.
Insurance Reviews
Ensure your coverage meets your evolving needs with our insurance review service.