Registered Investment Advisor
Your Whole Picture.
One Trusted Plan.
Holistic financial planning that brings every piece of your financial life together — investments, retirement, taxes, and beyond. Fiduciary guidance. Independent advice. Built around you.
Affiliated with Valor Financial Specialists · Institutional-grade technology · Fiduciary · Independent
1.4K+
Fiduciary guidance. Independent advice. Built around you.
For Clients
Investing with
Clarity & Confidence
As a Registered Investment Advisor, Valor Financial Advisors is held to a fiduciary standard — meaning we are legally required to act in your best interest at all times.
{ 1 }
We start with a deep-dconversation about your goals, current financial picture, and what success looks like for you.
{ 2 }
Our approach is shaped by years of advising individuals, families, and businesses across a wide range of legal needs. Whether navigating an important transaction, resolving a dispute, or planning for the future, we provide clear guidance and practical solutions in complex situations.
{ 03 }
Every client portfolio is constructed using sophisticated, model-based investment management — the same approach used by the world's largest institutions, now accessible to individual investors. Monitored and reported with precision and full transparency.
Holicstic Planning
Every Piece Connected
Investment
Management
Risk-aligned portfolio construction using institutional-grade investment models, calibrated to your unique quantified risk profile. Your investments work as part of your larger plan — not independent of it.
Retirement
Planning
From accumulation through distribution, we model your retirement readiness, optimize Social Security timing, and structure income streams that sustain your lifestyle for life.
Comprehensive Financial Planning
Cash flow, insurance, education funding, estate coordination — all mapped to a living financial plan that adapts as your life evolves. Not a one-time document. An ongoing relationship.
Tax-Efficient
Strategies
We coordinate closely with your tax professionals to integrate tax planning into your investment and withdrawal strategy — reducing drag and keeping more of what you earn.
Personal Approach
We take time to understand your priorities and goals, offering support that feels grounded, relevant, and genuinely helpful.
Clear Guidance
We explain the law in plain language so you always understand your options without jargon, confusion, or overwhelm.
Steady Support
Whatever the issue, we help you make confident decisions backed by clarity and consistency.
Process
Simple, transparent, and effective
Getting financial counsel should be clear and uncomplicated.
Here’s exactly what to expect when you get started.
{ Step 1 }
Discovery
We start with a deep-dive conversation about your goals, current financial picture, and what success looks like for you.
{ Step 2 }
Risk Profile
Using sophisticated risk assessment technology, we quantify your true risk tolerance and align your portfolio to where you actually are — not just where you think you are.
{ Step 3 }
Strategy
We build a custom financial plan and portfolio strategy powered by institutional investment models, designed to pursue your goals efficiently.
{ Step 3 }
Ongoing Partnership
Regular reviews, proactive communication, and adjustments as your life evolves. We are in this for the long run — and so are you.
Thoughts from Our Owner
The sum is greater than the parts.
That's holistic planning.
"Your whole picture. One trusted plan. We believe holistic financial advice — honest, independent, and integrated — is the only kind worth delivering."
— Phil Resch, Investment Advisor Representative.
Our team
Meet the minds behind Lenn & Co.
Anna Kovalenko
Partner • Corporate & Commercial Law
Sofia Novak
Partner • Litigation & Dispute Resolution
Michael Hart
Associate • Family & Employment Law
Daniel Price
Associate • Real Estate & Property Law
Lila Shevchenko
Paralegal • Client Support & Case Manager
News & Insights
Bite-sized updates
October 12, 2025 • 6 min read
How to Prepare Your Business for a Contract Review
A practical guide to understanding what lawyers look for during a contract review — from hidden risks and unclear terms to compliance gaps. Learn how to streamline the process and protect your business before signing.
November 3, 2025 • 7 min read
When Negotiation Fails: What to Expect From the Litigation Process
Litigation can feel intimidating, but it doesn't have to be unpredictable. This article breaks down the stages of a dispute going to court, your responsibilities, timelines, and how to stay prepared at each step.
December 1, 2025 • 4 min read
How to Choose the Right Lawyer for Your Situation
From credentials to communication style, choosing a lawyer is more than comparing services. Here’s how to evaluate expertise, understand fee structures, and find a professional who aligns with your needs.
December 3, 2025 • 6 min read
5 Legal Mistakes First-Time Property Buyers Often Overlook
Buying property is exciting—but it’s also filled with legal details that can lead to costly issues if ignored. This article covers the most common pitfalls, from unclear title conditions to hidden liabilities, and how to avoid them with proper legal guidance.
