100% Advisor and Leadership Owned

join Momentum Value PartnersJoin Momentum Value Partners

Over 65 Years of Cultivating Leaders and Best Practices in the Financial Industry

 

Since 1960, Momentum Value Partners (MVP) mission has been to be a top source for essential skills, connections, resources and community that help investment firms large and small grow and flourish.

We believe in an infinite growth mindset, fueled by a collaborative team spirit, guided by strong leadership, and grounded in an unwavering commitment to excellence. These values aren’t just what we believe – they’re how we operate.

 

How Can I Benefit from Momentum Value Partners?


Empowering Progress


Our 100% advisor and leadership owned organization has been supporting financial advisors and their firms since 1960.

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.

leadership training programs for financial advisors 

Leadership Is the Difference

At MVP, our leadership gives members a collective voice to shape their future and have confidence in what they are building.



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coaching programs for financial advisors 

Unlock Your Full Potential

Our coaching programs accelerate growth, increase engagement, and build confidence.



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practice management for financial advisors 

Structure & Empower Your Team

Increase profitability, efficiency and the long-term value of your practice with our practice management services.

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training and development for financial advisors and their teams 

Grow Your Next Generation

Securing your firm’s future starts with developing the next generation of advisors. Our trainee program provides tools to sustain growth and retain assets for the future.

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  Momentum Value Partners 
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. Osaic Wealth Form CRS.

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This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KS, KY, LA, MA, ME, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA VT, WA, WI & WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.