Valley Oak Financial, PLC

Financial ServicesMichigan, United States11-50 Employees

Valley Oak is an innovative certified public accounting firm of forward-thinking entrepreneurs and business advisors who creatively integrate traditional values, practical solutions and intelligent change by focusing on your unique needs.

We pride ourselves on going beyond the numbers by applying our technical expertise, unmatched client service and disciplined delivery of solutions. We specialize in individuals and businesses who enjoy the benefits of working with a client-centric firm offering a full-range of accounting, tax planning and preparation, business advising, and financial advising.

Valley Oak is a certified public accounting firm located in Kalamazoo, Michigan. Established in June 2006, Valley Oak provides accounting, tax planning and preparation, business advising, and financial advising to individuals and businesses.

Matthew L. Rzepka, CPA, and a CERTIFIED FINANCIAL PLANNER™ professional is the firm’s co-founder, owner, and managing partner. Matthew made the decision to establish Valley Oak after working for several successful years for a regional CPA firm. He felt clients could be better serviced with a more responsive, value-added approach. 

It is Valley Oak's mission to add value to all clients by delivering straight-forward solutions in an easy-to-understand format.

DISCLOSURE: Certain appropriately licensed individuals are registered to offer Investment Advisory Services through Financial Gravity Asset Management, Inc. (FG Asset Management), an SEC Registered Investment Adviser and/or Financial Gravity Family Office Services, LLC. (FG Family Office Services), an SEC Registered Investment Adviser. Neither FG Asset Management or FG Family Office Services provides tax or legal advice and is not a certified public accountant.

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