WHO WE ARE At Values Added, we’re passionate about helping progressives build financial lives they feel good about. We support them in using their wealth to live fulfilling lives and positively impact their families, communities, and the broader world. At the heart of our approach are tax-efficient planning, a fusion of impactful charitable giving, and sustainable practices. Ensuring our clients' values are reflected in their portfolios is just the beginning. Beyond that, our financial planning services are tailored to transform our clients' aspirations into the lives they've always imagined. We take a team approach to serving our clients and believe that bringing together colleagues with different backgrounds, experiences, and thinking leads to sup