About Us

VALOROUS ADVISORS IS AN INDEPENDENT ADVISORY PRACTICE,

serving both companies and wealthy families, by helping them build and oversee all aspects of their retirement needs. We manage sophisticated programs for employers and their employees and develop robust retirement plans for individuals and their loved ones.

FOUNDED IN 2022 BY CHRISTOPHER CERVANTES,

a dedicated practice leader with over 25 years of experience, creating effective solutions for his clients. During his long career at a leading global wealth management firm, he was recognized multiple times by industry publications as a top advisor. He launched Valorous Advisors as an independent firm that could advocate on behalf of clients in helping them accomplish what is most important to them.

Preparing properly for a rewarding financial future is a complex undertaking, and we work closely with our clients to truly understand their needs and expectations. Our team listens attentively, and we act with intentionality. We apply our skills and experience to offer objective advice and effective solutions designed to pursue the best possible outcomes. As part of our stewardship, we are proactive in communicating with our clients and identifying opportunities to improve their situations.

As a planning-based practice, we develop clear pathways for targeting specific goals.

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OUR VALUES

We run our practice with the same set of personal values we bring to every client relationship. Our team members are accountable not only for our actions, but for how we live up to these values every day.

Advocacy

Compassion

Integrity

Sound Judgement

Expertise

Trust

OUR DIFFERENCE

In delivering solutions for our clients, we place a premium on creating an elevated experience for each of our clients that is enhanced by these points of differentiation:

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Client Service

Relationship Focus

Fiduciary

Independence

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The caliber of our personal service is defined by a stewardship and loyalty that drives our advocacy for helping our clients achieve what’s most important to them.

We are not transactional but relationship focused, committed to developing and delivering solutions for the long-term, remaining in step with our clients as expectations and objectives evolve over time.

We are able to truly place our clients’ best interests ahead of those of our firm, fulfilling a fiduciary duty that is the basis of trust in our relationships.

Free from the constraints of corporate ownership, we are able to access an unlimited range of resources from a complete set of best-in-class service providers and deliver recommendations backed by objective advice.

Client Service

The caliber of our personal service is defined by a stewardship and loyalty that drives our advocacy for helping our clients achieve what’s most important to them.

Relationship Focus

We are not transactional but relationship focused, committed to developing and delivering solutions for the long-term, remaining in step with our clients as expectations and objectives evolve over time.

Fiduciary

We are able to truly place our clients’ best interests ahead of those of our firm, fulfilling a fiduciary duty that is the basis of trust in our relationships.

Independence

Free from the constraints of corporate ownership, we are able to access an unlimited range of resources from a complete set of best-in-class service providers and deliver recommendations backed by objective advice.

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At Valorous Advisors we take a holistic view of understanding our clients’ needs, a proactive approach to developing the right solutions, and an unwavering stand on resolving their challenges.

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