Valley Forge Financial Services Inc

Q: How can I contact Valley Forge Financial Group?

Phone: (610) 783-6650. Email: info@vffg.com. Address: 2500 Monroe Blvd., Suite 100, Audubon, PA 19403. Fax: (484) 251-4921.

CLARITY. DIRECTION. FINANCIAL WELLNESS.

Financial planner in Norristown, PA (show on map)

Valley Forge Financial Group is a holistic, multi-disciplinary wealth management firm serving successful families and business owners through integrated planning and implementation since 1967.

Call (610) 666-2900

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About

Valley Forge Financial Group was founded in 1967 by George C. Beyer on principles of honesty, integrity, and perseverance.

Today the firm serves individuals, families, and privately held businesses with comprehensive guidance across wealth management, estate planning, retirement planning, private equity, and accounting services. The firm specializes in complex wealth decisions involving entities, taxes, and legacy planning with a team-based approach.

Since 1967 with 59 years of service

Founded on honesty, integrity, perseverance

Team-based specialists vs single advisor

Specializes in complex wealth decisions

Multi-generational stewardship focus

Services

Wealth Management & Investment Consulting

Portfolio strategy, retirement planning, cash flow and balance sheet design tailored to goals and risk tolerance

Portfolio strategy Retirement planning Cash flow design Balance sheet optimization

Retirement Plan Consulting & Fiduciary Services

Fiduciary-focused guidance for plan sponsors overseeing retirement programs

Fiduciary guidance Plan sponsor support Participant outcomes

Life Insurance & Estate Planning

Insurance and estate strategies integrated into comprehensive wealth planning

Life insurance Estate strategies Trust planning

Private Equity & Alternative Investments

Diversification beyond public markets through proprietary funds

Private markets Proprietary funds Alternative investments

Accounting and Legacy Support

Accounting, bookkeeping, strategic tax coordination and multi-generational stewardship

Bookkeeping Tax coordination Multi-generational stewardship

Credentials & Certifications

CA Insurance License #0M39375

Frequently Asked Questions

Who does Valley Forge Financial Group serve? +

They serve business owners, multi-generational families, executives and professionals, retirees and pre-retirees, plan sponsors, and mission-driven organizations.

What is Valley Forge Financial Group's approach? +

Their process includes Discover & Define, Assess & Educate, Strategize & Plan, and Implement & Experience - connecting strategy with execution for ongoing relationship.

How can I contact Valley Forge Financial Group? +

Phone: (610) 783-6650. Email: [email protected]. Address: 2500 Monroe Blvd., Suite 100, Audubon, PA 19403. Fax: (484) 251-4921.

When was Valley Forge Financial Group founded? +

Founded in 1967 by George C. Beyer on principles of honesty, integrity, and perseverance.

What makes Valley Forge different? +

Team-based specialists (not a single advisor model), planning and implementation under one platform, specializes in complex wealth decisions, long-term stewardship through transition and beyond.