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Bart Valley

Chartered Financial Analyst

Bart joined the MFC team in 2020, bringing 16 years of investment counsel and investment consulting experience to our firm. His work here focuses on providing detailed investment counsel, education, and guidance and ensuring that investment advice dovetails with wider holistic planning goals. He holds the Chartered Financial Analyst (CFA) designation, the most widely known and respected investment credential in the world.

Bart earned his B.A. in Economics from Cornell University in 1994 and his Chartered Financial Analyst (CFA) designation in 2003. He also holds multiple graduate degrees in clinical counseling from Clemson University and has worked as a Licensed Professional Counselor (LPC). Bart’s broad professional experience has helped reinforce his belief that the best guidance and counsel must be built on listening, on hearing, and most importantly, on understanding. He is passionate about utilizing his knowledge and experience to help us continue to provide expert holistic advice to our clients.

In his free time, Bart enjoys spending time with his wife, Logan, and their daughter Selah and silver lab Boone. They enjoy exploring new places far and near, easy times with family and friends, and the simple pleasures that each day offers. Originally from the Virginia foothills, Bart also carries a love of backpacking and nature and has explored mountain regions throughout the US and Canada and as far away as Bhutan.

Client Focus:

Bart enjoys working with clients to ensure that investment decisions are serving wider financial goals and life aspirations. He works collaboratively to clarify needs and wants, identify and assess risks, and establish and implement comprehensive, individualized investment plans based on each client’s unique needs.

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