Values Added Financial Advertising Profile
Values Added Financial Company Overview:
These clients pay a financial planning fee in addition to their investment management fee, for a minimum total fee of $15,000 per year. Our fees are similar or more attractive than many of the big firms but we understand our clients better since we have a shared set of values and go deeper in our work. We also have broader expertise than most firms and work on topics that they don't have the expertise or interest to address, like how to make your charitable giving or social impact investing especially effective. We also cover a wider variety of conventional topics (career, real estate, estate planning, insurance, etc). We only work with clients where we think we can provide value well in excess of the fees we charge. Comprehensive financial planning is typically worth way more than it costs. We love that we add tremendous value to clients' lives, both in ways that are easy to measure and in ways that aren't. High-quality investment advice and management tends to substantially improve outcomes, sometimes by large amounts (hundreds of thousands of dollars or more over time). You can read more about that in an excellent, accessible paper here . We only receive compensation from our clients. To better align our interests with our clients, we refuse any commissions, kickbacks, or other compensation from third parties. Donation to social justice causes/issues
Values Added Financial Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Values Added Financial. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Values Added Financial's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Values Added Financial have?
Values Added Financial has 1 unique brands.
How much does Values Added Financial spend on media?
It is unknown how much Values Added Financial spends on media.
Values Added Financial Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Values Added Financial marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Values Added Financial?
The chief marketing officer at Values Added Financial is N/A.
How big is the Values Added Financial Marketing Team?
There are 1 staff members currently involved in marketing for Values Added Financial.
Values Added Financial Ad Spend 2025
This section digs into the specifics of the advertising spend at Values Added Financial and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Values Added Financial Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Values Added Financial, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Values Added Financial Media Mix
Explore a detailed breakdown of the last 12 months media spending for Values Added Financial across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
Win More with Winmo
If you are looking to tap into Values Added Financial marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on Values Added Financial decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.
Get your unfair advantage with Winmo
Request trial to view full profile and more!
Get full access to this profile & more!
Looking for a resource to grow your sales? Winmo helps you source more leads by connecting with the right prospects at the right time.
Values Added Financial Social Media Marketing Ad Spend
See whether Values Added Financial is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.