Welcome
Founded in 1967, the Valley Forge Companies provide advisory and administrative services for wealthy families and corporations. Our purpose is to provide creative, cost effective solutions in six key areas:
- Wealth Transfer and Estate Planning
- Qualified Plan Design and Administration
- Investment Advisory Services
- Private Equity
- Executive Benefit Planning
- Employee Benefit Consulting
We become lifelong advisors to our clients, assisting them in making informed decisions based on the appropriate criteria for each unique situation and financial goal.
Uncommon Resources
Our firm is a member of M Financial Group, a unique nationwide network of select independent insurance, investment, and executive benefit firms dedicated exclusively to serving wealthy individuals and families, as well as corporations and privately owned businesses. The Member Firms of M Financial Group blend best practices for designing programs, administering client services, monitoring product performance, and communicating ideas. This pooling of resources allows us to offer professional assistance that would be impossible for any single firm to offer individually. We offer clients and their advisors the advantages of a personalized local relationship, backed by the influence and capabilities of a national organization.
The results are innovative and unique solutions tailored to meet each client's financial needs.