While Investing In Your Future
What Matters Most
Serving with competency, genuine care, and a principle-centered approach
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WE DESIGN AND HELP YOU IMPLEMENT A COURSE OF ACTION TO PURSUE YOUR GOALS
Roy co-founded Values First and has more than 30 years experience in the financial services industry, overseeing tens of millions in client assets.
Alex co-founded Values First and has 12 years of experience in the financial services industry, overseeing tens of millions in client assets and directing the firm's operations.
James is co-founder of Values First and has over 30 years experience in the investment industry.
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*As of 12/31/2018, we were notice filed in 18 states with clients in 16 additional states in which we are not required to notice file.