PVI recognized as one of USA Today's Best Financial Advisory Firms

We are thrilled to announce that Pine Valley Investments has been recognized as one of USA Today’s Best Financial Advisory Firms. It is an incredible honor to receive this award, and we are grateful to our dedicated team, loyal clients, and supportive community for helping us achieve this milestone. The rankings were determined based on two dimensions:

1. Peer/Client Recommendations collected via an independent survey sent to over 20,000 clients and financial advisors
   

2. Growth of Assets under Management (AUM) analyzed both short (12 months) and long-term (5-years) based on publicly available data. Pine Valley Investments did not compensate USA Today for this award.

We take great pride in providing outstanding financial advice and guidance to our clients, and this recognition is a testament to our commitment to excellence. PVI looks forward to continuing to serve our clients with the same level of dedication and expertise that earned us this accolade. Thank you for your trust and support.

https://www.usatoday.com/in-depth/money/2023/04/26/best-financial-advisor-firms/11570568002/

Isaac Jones Joins Pine Valley Investments

PVI, an SEC-registered RIA firm, is pleased to announce the hiring of Isaac Jones as an Investment Advisor Representative.

Isaac’s drive and ambition to help others succeed provides clients with a dependable and trustworthy experience, helping them achieve their personal and financial goals.

Over the past 16 years, he worked in Private Equity and with High-Net-Worth clients for BlackRock, Merrill Lynch, and JPMorgan. A suburban Philadelphia native, Isaac attended Purdue University on a football scholarship and later became a member of the Indianapolis Colts. He would eventually play three years in the NFL before starting a career in finance.

Today, he uses that experience to serve a broad range of clients: corporate executives, professional athletes, and business owners.

Joe Duncan, Founding Partner of PVI, stated, “Isaac’s level of commitment matches his work ethic and dedication to ensuring the attainment of his client’s goals. We are delighted to have his expertise as we continue to grow our firm.”

In his free time, Isaac enjoys playing golf, running, coaching youth sports, and spending time with his family. He also serves on the Board of Directors for Impact Services Corporation, a nonprofit devoted to workforce development and veteran services in the Kensington neighborhood of Philadelphia.

PVI is an SEC Registered Investment Advisor and works with high-net-worth families and institutions across the country. PVI’s client-first approach has set it on a rapid growth trajectory while increasing its national footprint. Assets are primarily held in custody at Schwab and TD Ameritrade. Services include portfolio management, financial, estate and succession planning, banking, and consulting.

For more information, please contact PVI at info@pinevalleyinvestments.com.

PVI Welcomes Darek Koleda to the Firm

PVI, an SEC-registered RIA firm, is pleased to announce the hiring of Darek Koleda, ChFC®, EA, as an Investment Advisor Representative.

Darek brings several years of experience as a financial professional and has an extensive background in Accounting, Taxation, and Financial Planning. Darek earned his Bachelor of Science degree in Accounting from Temple University and holds an advanced financial planning designation (ChFC®) from the American College of Financial Services. Additionally, Darek is a federally licensed tax practitioner (EA) and a member of the National Association of Tax Professionals.

Mr. Koleda utilizes his extensive tax and accounting background to help his clients better understand their current financial situation and assist them with achieving financial wellness. He takes a holistic approach to designing wealth management strategies that consider every aspect of his client’s financial health, including the tax implications of each decision made.

“Our mission as fiduciaries is to serve, not sell. After all, the financial planning profession is a helping profession, and if I see my clients succeed, then I succeed,” said Mr. Koleda.

Joe Duncan, Founding Partner of PVI, stated, “Darek’s experience and approach to wealth planning for his clients is completely aligned with Pine Valley Investments’ mission of providing industry-leading investment and service solutions. We are thrilled to have his expertise as we continue to grow our firm.”

PVI is an SEC Registered Investment Advisor and works with high-net-worth families and institutions across the country. PVI’s client-first approach has set it on a rapid growth trajectory while increasing its national footprint. Assets are primarily held in custody at Schwab and TD Ameritrade. Services include portfolio management, financial, estate and succession planning, banking, and consulting.

For more information, please contact PVI at info@pinevalleyinvestments.com.