Ron  Valpey
Ron Valpey

Valpey Financial Services

(603) 856-7945

Contact Me

www.ronvalpey.com

Fee-Only Financial Planner serving the Concord, NH area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

1 Eagle Sq
Concord, NH

Ron Valpey is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Ron Valpey is a Certified Financial Planner™ professional, Accredited Investment Fiduciary™ and Investment Advisor Representative of Valpey Financial Services, LLC (a Registered Investment Advisor).
 
Ron is a fiduciary* practicing full service, fee-only financial planning and investment management. He provides clients with comprehensive, in-depth retirement and investment planning coordinated as needed with college, tax and estate planning.

Ron was raised in New England and has over thirty years of personal and professional investment experience. He is a member of a number of professional associations including:
  • The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors
  • The Financial Planning Association (FPA) where Ron was a Past Chairman and Past President of the Northern New England chapter
  • The Center for Fiduciary Studies where Ron is an Accredited Investment Fiduciary
  • The Concord Chamber of Commerce
He is also Chairman of the Captain Raymond Thombs Memorial Fund and Lecturer with the New Hampshire JumpStart Coalition, a non-profit organization helping to educate high school students on financial matters. Ron is a frequent guest on the Bill York radio and TV shows.