#153 - Going All In: How Logan Valentine Built His RIA
He didn’t grow his RIA through ads or a content machine. He grew it through trust, a simple fee model, and doing the unglamorous work when it mattered most.
In this episode, we’re joined by Logan Valentine, CFP®, founder of Valentine Wealth Management in Seymour, Indiana. We unpack his path from insurance to Charles Schwab, how earning the CFP shifted his thinking, and what clicked when he discovered the fee-only RIA model.
We also talk about the reality of building a firm early on—tight runway, young family, and the mindset required to keep going when things feel uncertain.
Then we get…
The skinny
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