What departments does Valley Forge Financial Group have?

Valley Forge Financial Group has employees across 7 departments including Operations, Marketing, Administrative, Finance, Accounting.

What is the largest department at Valley Forge Financial Group?

The largest department at Valley Forge Financial Group is Finance with 6 employees.

Where are Valley Forge Financial Group employees located globally?

Valley Forge Financial Group has employees across 2 continents and 2 countries including Israel, United States Of America.

How has Valley Forge Financial Group's team size changed over time?

Valley Forge Financial Group's team has grown from approximately 38 to 41 employees based on available data.

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.

Valley Forge Financial Group Global Highlights

North America
97

United States Of America
97

Asia
1

Israel
1

Valley Forge Financial Group's Leadership

T. M. H.
Chief Operating Officer
Mobile Phone
Email
P. L.
Vice President Of Operations & Chief Compliance Officer - Valley Forge Investment Consultants, Inc
Mobile Phone
Email
D. G.
Vice President Of Operations/Cco Valley Forge Private Equity
Mobile Phone
Email
S. J.
Vp Of Marketing
Mobile Phone
Email
T. M.
Vice President Of Private Equity And Family Office
Mobile Phone
Email
P. L.
President
Mobile Phone
Email
M. B.
President
Mobile Phone
Email
F. B.
President
Mobile Phone
Email

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 Info

Location

Last Update

R. E. K.
Principal - Valley Forge Financial Group
Mobile Phone
Email
United StatesMississippi
Jun 02, 2026
C. K.
Principal
Mobile Phone
Email
United StatesPennsylvania
Sep 17, 2024
C. M.
Principal
Mobile Phone
Email
Oct 17, 2024
J. E.
Principal
Mobile Phone
Email
Oct 21, 2024
R. R.
Principal
Mobile Phone
Email
Oct 22, 2024
S. M.
Principal
Mobile Phone
Email
United StatesPennsylvania
Jun 08, 2026
M. G.
Level 2 Accountant
Mobile Phone
Email
United StatesPennsylvania
Apr 13, 2026
M. M.
Investment Advisor
Mobile Phone
Email
United StatesPennsylvania
Jun 01, 2026
R. H.
Wealth Transfer Consultant
Mobile Phone
Email
Nov 11, 2025
T. K.
Associate Advisor
Mobile Phone
Email
United StatesPennsylvania
Jun 25, 2026

Frequently Asked Questions

What is Valley Forge Financial Group known for?

Valley Forge Financial Group was founded in 1967 operates in the Financial Services industry. The company's main headquarters is located in 2500 Monroe Boulevard Audubon, Pennsylvania 19403 United States; 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?

Valley 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?

Valley Forge Financial Group has approximately 44 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Chief Operating Officer: T. M. H.
Vice President Of Operations & Chief Compliance Officer - Valley Forge Investment Consultants, Inc: P. L.
Vice President Of Operations/Cco Valley Forge Private Equity: D. G.
Vp Of Marketing: S. J.
Vice President Of Private Equity And Family Office: T. M.

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Valley Forge Financial Group Employee Directory

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