Values Added


This website is for informational purposes only and does not constitute a complete description of Values Added Financial’s investment advisory services. No information contained on this website constitutes tax, legal, insurance or investment advice.

This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. Viewers of this website will not be considered clients of Values Added Financial LLC just by virtue of access to this website.

Values Added Financial LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such distribution or use would be contrary to the laws or regulations of that jurisdiction, or which would subject Values Added Financial LLC to any unintended registration requirements. Visitors to this site should not construe any discussion or information contained herein as personalized advice from Values Added Financial LLC. Visitors should discuss the personal applicability of the specific products, services, strategies, or issues posted herein with a professional advisor.

Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding capital markets or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in, the transmission thereof to the user. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or implication that past results are an indication of future performance. Values Added Financial LLC does not make and has never made any guarantees of future performance; nothing on this website should be construed as implying such a guarantee.


Investment advisory products and services are offered through advisory representatives of Values Added Financial LLC, an investment advisory firm registered with the United States Securities and Exchange Commission. Values Added Financial and its representatives are in compliance with the current filing requirements for registered investment advisers by those states in which we maintain clients. We may only transact business in those states (and territories) in which we are registered, or qualify for an exemption or exclusion from registration requirements.

Web Visitor Privacy and Protection of Personal Information

Values Added Financial LLC is committed to maintaining the privacy of any nonpublic information that we obtain about you through your use of this site. Except as may otherwise be required by law, we will disclose any such information to service providers of Values Added Financial LLC (to the extent permitted by law) and to third parties only to the extent necessary or appropriate for the effective management and administration of Values Added Financial LLC operations or this website. We do not sell email lists under any conditions.

Terms and Conditions of Use

Viewers or recipients of the information herein that do not agree with the term and conditions of use, should not utilize this website or any information contained herein. Decisions based on information contained herein are the sole responsibility of the person viewing the website. In exchange for utilizing the information on this website, the visitor agrees to indemnify and hold Values Added Financial LLC its officers, owners, directors, employees, affiliates, agents, licensors, and suppliers harmless against any and all claims, losses, liability, costs, and expenses (including but not limited to attorneys’ fees) arising from the use of this website, violation of these terms or from any decisions that the viewer makes based on such information.

ADV and Other Periodic Regulatory Filings

Values Added Financial complies with the requirement of the US Securities and Exchange Commission, including the periodic updating of Form ADV and the publishing of brochures. Those documents can be obtained here or by request.