ValMark’s 100 Member Offices are among the industry’s leading independent Wealth Advisory firms and include a mix of investment professionals, CPAs, attorneys, life insurance professionals, financial planners, banks, benefits specialists, and property and casualty firms.

National Firm Experience

Four Member Firms are owned by publicly-held banking groups. Five Member Offices are among the nation’s top 100 CPA firms as well as 3 other mid-sized regional CPA groups.

Industry Leadership

Among its Members are many of the leaders of the financial services industry, including five of the last six Presidents of the Million Dollar Round Table (MDRT) and Board Members of the Association for Advanced Life Underwriting (AALU) and the National Association of Insurance and Financial Advisors (NAIFA).