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Investment Advisors for
Individuals & Their Families

We help people and their families manage their investments, make financial plans, and feel confident that they will always have enough income in retirement.

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Will you have enough income?

You need more money for retirement than you think.

Unlike many other advisors and brokers, we know that three-decade two-person retirements are essentially a problem of income, as opposed to principal. You don’t bring your account statement to the supermarket every week, you bring your income.

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Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
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Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

How ValueAligned Can Help

Our firm is about the solution.

Our firm is about the solution.

ValueAligned can help you figure out how much money you will need to retire, how much annual income you will have from your investments, and which shares of great companies to buy and own.

You will stop worrying about the economy and the stock market.

Daniel Berkowitz

Daniel C Berkowitz

Associate, Social Media Marketing Coordinator, Advisor Assistant, Accountant

David Lee Berkowitz

David L Berkowitz

Founder, Managing Partner, Chief Investment Officer

Will Siegfried

Will Siegfried

Managing Director, Investment Director, Planning Assistant, Trader

William Berkowitz

William “Bill” Berkowitz

Co-Founder and Inspiration

About Us – Value Aligned Partners (VAP)

VAP is a family-owned investment business located in Red Bank, New Jersey. We’re three professionals: a father, a nephew, and a son with deep roots in Middletown and Monmouth County.

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VAP began 20 years ago in 2002.

After 16 years as a hedge fund trader and a corporate finance consultant, David, with his dad Bill, a mutual fund executive at Dreyfus, started VAP in 2002 to offer advice to his family and friends whose lives and finances were turned upside down by the Dot.com market crash in 2000 and September 11, 2001.

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VAP is a fee-only investment advisory firm.

Investment advisors like us are different from financial advisors, brokerage firms, and insurance salesmen posing as financial planners. We don’t accept commissions, our fee structure is transparent, and we don’t sell any products like mutual funds or annuities.

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VAP always act in your best interests.

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