About Momentum Value Partners
At our core, we are a collaborative partner dedicated to empowering the progress of financial planning firms to grow, thrive and serve their clients with confidence. We provide the leadership, culture, support and partnership to unlock greater value for each practice – while allowing each firm to retain its unique identity, voice and client approach.
Formerly known as CFB, Momentum Value Partners is a startup with 40 years of history that is committed to supporting it’s advisors at every stage - from launching their careers to planning for succession.
Everything we’ve built – from our earliest days of alignment and culture to advisor ownership and strategic growth – has been guided by one unwavering principal: to serve first, last, and always. Our mission is centered on acquiring, supporting, and developing high-quality people who share that same commitment. Together, we’ve created a firm with a collective voice – one that honors our history while continuously looking ahead. We are a company that evolves with purpose, offering flexible affiliation models to meet advisors where they are and where they’re going while providing support when and how they need it. Today, we’re proud to have not only a strong foundation and a clear vision, but also a line of investors at the door – drawn to a model built on values, driven by its people and designed for whatever comes next.
Our Foundation
Our foundation was built by coming together as a team, united by a shared vision and a commitment to something greater than ourselves. From the start, we prioritized open dialogue, mutual respect, and the belief that every voice matters. By earning genuine buy-in and creating a space for collaboration, we shaped a culture grounded in trust, partnership, and collective purpose. That early alignment didn’t just set the tone, it became the cornerstone of everything we’ve built since.
Our Growth
As we entered a period of growth, we focused on building the infrastructure and processes needed to support our advisors and their clients at a higher level. We developed systems that enabled scale without sacrificing quality, and intentionally fostered senior advisor/junior advisor relationships to ensure mentorship, continuity, and long-term client care. Throughout this time, we remained proactive in navigating industry changes- leading the way so our advisors could stay focused on what they do best. We also launched a formal internship program to invest in the next generation of talent, strengthening our pipeline and reinforcing our commitment to sustainable, advisor-led growth.
Our Transformation
One of the most pivotal moments in our story was a period of transformation that redefined what partnership truly meant. We formalized our structure to reflect the strength of our collective vision – establishing a clear, intentional partnership model that aligned interests and deepened commitment. This transformation included a full rebrand that more accurately represented who we were becoming, and most importantly, it marked the shift to an advisor-owned company. By placing ownership in the hands of those who serve clients every day, we reinforced our belief that the future of the firm should be shaped by the people who live its mission.
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