Valley Forge Financial Group
Integrated Advice. Coordinated Execution.
3.5
★★★★☆
8 reviews
About
Founded in 1967 by George C. Beyer, Valley Forge Financial Group was built on principles of honesty, integrity, and perseverance.
The firm expanded to include wealth transfer, investment management, private equity, private real estate, and family office services. In the late 1990s, leadership transitioned to Mike and Sean Maher who continue as stewards of the firm.
Team-based specialists (not a single advisor model)
Planning and implementation under one cohesive platform
Specializes in complex wealth decisions involving entities, taxes, and legacy
Long-term stewardship through transition and beyond
Proprietary private equity and alternative investment funds
Built for continuity - designed to support families across generations
Services
Credentials & Certifications
CA Insurance License #0M39375
Reviews
Rating
3.5
★★★★☆
Reviews
8
"Excellent investment advice."
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Location
Location of Valley Forge Financial Group, 2500 Monroe Blvd #100, Audubon, PA 19403 · View on Google Maps
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