The Member Offices of ValMark Securities are part of an exclusive group of the nation’s top echelon of independent wealth advisory firms. The production of these entrepreneurs is two to three times the average of other leading independent broker dealers and eight to ten times the average of insurance carrier-controlled broker dealers. In addition to significant production, there is a uniform commitment to professionalism and establishing industry best-practices within each firm.

Many of the Principals of these firms are industry leaders, including national Board Members and former Presidents of the Association for Advanced Life Underwriting (AALU), the Million Dollar Round Table (MDRT) and the National Association of Insurance and Financial Advisors (NAIFA). Three Member Firms are owned by publicly-held banking groups. Five Member Offices are among the nation’s top 100 independent CPA firms.

This commitment to excellence results in a culture oriented to helping Member Firms reach their potential and capitalize on changes in the marketplace, whether it is a CPA firm entering the business, or sophisticated strategies to address the emergence of Exchange Traded Funds or Life Settlements. With impeccable follow-through, we provide this assistance through concierge-level service provided by a distinguished 100-member professional services team, one of the highest staff-to-producer ratios in the industry.

ValMark Member Firms constitute one of the industry’s largest, independent buying cooperatives with an estimated $37 billion of life insurance in force and $12 billion of assets custodied or under management through ValMark Advisers and its affiliated RIAs. This combined buying power provides Member Firms with preferred access and leverage to negotiate the best arrangements on behalf of their clients.

By joining ValMark, you become part of an exclusive organization that includes industry leaders who share a set of common values and a commitment for doing “the right thing” for their clients…whose average annual production is the highest in the industry…and whose innovation is leading and shaping the industry’s future.