Edward Smith

CFP®, MBA

Valor Wealth Partners

President and Founder

Edward Smith

CFP®, MBA

Valor Wealth Partners

President and Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Edward Smith, CFP®, MBA

617-648-2700

Fee-Only financial planner located in Boston, MA, serving federal employees locally and across the country

Meet Edward Smith

Helping people with their financial goals is a deeply personal mission for Ed Smith. Before becoming a financial consultant, he and his family went through a challenging estate transfer that taught him the importance of finding an advisor that puts clients’ needs first. This experience left a deep impression on Ed, and led him to pursue a meaningful career guiding people through the financial planning process.

With over 22 years of experience in the field, Ed combines extensive subject knowledge and first-rate technology with personalized strategies that meet each client’s needs. By focusing on critical issues and executing proactive solutions, he has helped hundreds of families and developed a strong customer base that relies on his advice. A passionate believer in keeping communications down-to-earth, Ed performs exhaustive analysis that leads to conclusive actions.

As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve.

Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge. A two-time marathoner for the Leukemia and Lymphoma Society, he attributes his core values of integrity and attention to detail to his service with the U.S. Marines.

Edward Smith is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Edward Smith is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Edward Smith

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Office Locations:

  • 100 Cambridge Street
    14th Floor
    Boston, MA 02114

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