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Valley Forge Financial Group Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Valley Forge Financial Group is a financial services firm headquartered at 2500 Monroe Boulevard in Audubon, Pennsylvania 19403, United States. The company serves individuals, families and privately held businesses, offering guidance in wealth transfer, estate planning, investment guidance, life insurance, private equity and family office services. Securities are offered through M Holdings Securities, Inc., a registered broker/dealer and member FINRA/SIPC, while investment advisory services are provided through Valley Forge Investments Consultants, Inc.; Valley Forge Financial Group, Inc. and Valley Forge Investments Consultants, Inc. are independently owned and operated. The organization employs 11 to 50 people. Reported revenue falls within the $50 million to $100 million range.

Find Valley Forge Financial Group employees' phone numbers or email addresses

Valley Forge Financial Group Global Highlights

Location
Employees

North America
98

Minus sign iconPlus sign icon
  • United States Of America
    97
  • Canada
    1

Valley Forge Financial Group's Leadership

  • Stylized image of a person
    T. M.
    Vice President Of Private Equity And Family Office
    Mobile Phone
  • Stylized image of a person
    M. M.
    President
    Mobile Phone
  • Stylized image of a person
    K. O.
    President / Chairman
    Mobile Phone
  • Stylized image of a person
    E. W.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    W. J.
    Chairman
    Mobile Phone
  • Stylized image of a person
    K. M.
    Vice President, Wealth Transfer
    Mobile Phone
  • Stylized image of a person
    A. M.
    Director Valley Forge Investment Consultants, Inc
    Mobile Phone
  • Stylized image of a person
    C. S.
    Relationship Manager
    Mobile Phone

Valley Forge Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Accounting
  • Consultant
  • Other

Contact profiles from Valley Forge Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. F.
    Independent Insurance Agent
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    U. M.
    Private Equity Fund Administrator
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    B. J.
    Insurance Broker
    Mobile Phone
    Aug 06, 2026

Frequently Asked Questions

What is Valley Forge Financial Group known for?

Minus sign iconPlus sign iconValley Forge Financial Group was founded in 1967 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-610-783-****
. Explore Valley Forge Financial Group's company overview page for more information.

What is Valley Forge Financial Group's most common email format?

Minus sign iconPlus sign iconValley Forge Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Valley Forge Financial Group email formats with LeadIQ.

How many employees does Valley Forge Financial Group have currently?

Minus sign iconPlus sign iconValley Forge Financial Group has approximately 47 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Valley Forge Financial Group's key employees and leadership?

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As of July 2026, Valley Forge Financial Group's key employees include:

  • Vice President Of Private Equity And Family Office: T. M.
  • President: M. M.
  • President / Chairman: K. O.
  • Managing Partner: E. W.
  • Chairman: W. J.

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