Valentine Wealth Management

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Seymour, IN
Valentine Wealth Management

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Fee Only CFP® Professional serving Pre-Retirees, Busy Professionals, Families, and Retirees. Financial Planning | Investment Management | Tax & Estate Planning

Financial Advice should be more than just investments. As a CFP® professional I provide Wealth Management and Retirement Planning for one transparent cost. We review all areas of client’s financial lives to build a comprehensive plan that positions you and your loved ones to meet your goals. As a Fee Only Fiduciary, we work for one transparent fee. No hidden commissions or fees, ever. Services that we provide our clients include but are not limited to:

- Financial Planning & Forecasting
- Portfolio/Investment Management
- Tax Planning
- Estate Planning
- Insurance & Risk Management
- Employee Benefits

Set up a free discovery call on our website today. www.valentinewm.com

09/25/2026

09/15/2026

A BIG thank you to our Taste of our Town sponsors! 🍴

Events like this don't happen without the support of local businesses & community partners who believe in bringing people together.

Your support helped us create a fun night celebrating local food & our amazing community!

Beverage Sponsor: One Horse USA
Centerpiece Sponsor: Jubilee Flowers & Gifts
Gold Sponsors: Jackson County Visitor Center & Schneider Nursery, Inc.
Silver Sponsors: Beatty Insurance, Centra Credit Union, First Financial Bank & Rose Acre Farms
Bronze Sponsors: Conner Smith Eye Center & Valentine Wealth Management

09/09/2026

We would like to recognize Lead Advisor Ben Kuhlman on officially earning the CERTIFIED FINANCIAL PLANNER® certification.

Ben passed the exam in November of 2024 and now has accumulated the required 6,000 hours of professional experience to officially display the marks. Schedule a meeting to meet with Ben to find out how much he can teach you. Congratulations, Ben!

https://www.valentinewm.com/ben-kuhlman

09/01/2026

You’re Invited to the Living Well & Planning Ahead Senior Expo!
Join us for an informative and engaging day designed to help you and your loved ones plan confidently for the future.
🗓 Wednesday, September 2nd
🕙 Senior Expo: 10:00 AM – 2:00 PM
🎤 FREE Educational Seminar & Lunch: 11:30 AM – 12:30 PM
📍 Autumn Trace Senior Communities 1409 N. Ewing St., Seymour, IN
Hear from local experts:
• Luke Nolting – Spurgeon Funeral Home
• Blake Reed – Voelz, Reed & Mount, LLC
• Logan Valentine – Valentine Wealth Management
Browse local senior resources, ask questions, and connect with professionals who can help you navigate important decisions regarding estate planning, financial planning, funeral pre-planning, healthcare, and more.
✅ Complimentary lunch provided during the seminar
✅ No registration required
We look forward to seeing you there!
For questions, contact Luke Nolting at 812-358-2252 or [email protected]
——————————————————————————
Autumn Trace Senior Communities - Seymour
Voelz, Reed, & Mount, LLC
Spurgeon Funeral Home
Healthy Jackson County
Jackson County Public Library
Interim HealthCare
Thrive Alliance
Rehab Medical
Ascension at Home
Covered Bridge Health Campus
Schneck Medical Center

08/21/2026

We had a great time supporting our local chamber Jackson County Chamber today with Ben winning this years Pickleball tournament. (Logan Withdrew due to be lazy, sun burnt, and allegedly terrible at pickleball.)

08/12/2026

08/06/2026

You’re Invited to the Living Well & Planning Ahead Senior Expo!

Join us for an informative and engaging day designed to help you and your loved ones plan confidently for the future.

🗓 Wednesday, September 2nd
🕙 Senior Expo: 10:00 AM – 2:00 PM
🎤 FREE Educational Seminar & Lunch: 11:30 AM – 12:30 PM
📍 Autumn Trace Senior Communities 1409 N. Ewing St., Seymour, IN

Hear from local experts:
• Luke Nolting – Spurgeon Funeral Home
• Blake Reed – Voelz, Reed & Mount, LLC
• Logan Valentine – Valentine Wealth Management

Browse local senior resources, ask questions, and connect with professionals who can help you navigate important decisions regarding estate planning, financial planning, funeral pre-planning, healthcare, and more.

✅ Complimentary lunch provided during the seminar
✅ No registration required

We look forward to seeing you there!
For questions, contact Luke Nolting at 812-358-2252 or [email protected]
——————————————————————————
Autumn Trace Senior Communities - Seymour
Voelz, Reed, & Mount, LLC
Spurgeon Funeral Home
Healthy Jackson County
Jackson County Public Library
Interim HealthCare
Thrive Alliance
Rehab Medical
Ascension at Home
Covered Bridge Health Campus
Schneck Medical Center

Achieve your goals with proactive planning from Financial Advisors at Valentine Wealth Management. Our team offers tailored financial plans and investment management services in Seymour and virtually Nationwide.

03/26/2026

Logan was fortunate to be a guest on the Only Fee Only Podcast with BC Brokerage. If you are interested to learn more about what we do, this podcast covers a lot of really important topics on how Valentine Wealth Management and other Fee-Only Firms function.

Apple Podcasts:
https://podcasts.apple.com/us/podcast/153-going-all-in-how-logan-valentine-built-his-ria/id1614506411?i=1000757517876

Spotify:
https://open.spotify.com/episode/0O55uhUmrX3nzoyj2aIaQb?si=a4775bb2373843dd

Only Fee-Only · Episode

Address

Seymour, IN
47274

Telephone

+18123290902

Website

http://www.ValentineWM.com/

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