You can rely on Valley Forge Financial Group for proactive, intelligent and comprehensive financial guidance. We will help you pursue “Financial Freedom” through what we term “Financial Wisdom”, wisdom built upon experience and the valuable resource of broad financial knowledge. You will find “Financial Wisdom” delivered to individuals, families and privately held businesses in the areas of Wealth Transfer, Estate Planning, Investment Guidance, Life Insurance, Pension Administration Services, Private Equity and Family Office Services. To earn your trust, we aspire to exceed your expectations with the highest standards of ethical conduct. We provide you with informed and reasoned decisions in every aspect of your personal financial governance, with the overarching goal of helping you accumulate, manage and preserve your wealth.


Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Valley Forge Investments Consultants, Inc. Valley Forge Financial Group, Inc. and Valley Forge Investments Consultants, Inc are independently owned and operated. CA Insurance License #0M39375

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This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact one of our Registered Representatives directly or consult another qualified professional.

The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

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