JulieAnn Hepburn is an advisor at Valent Wealth, LLC, an independent full-service wealth management and financial planning firm. With over 31 years of experience, JulieAnn brings a wealth of expertise to her clients. She previously ran her own firm for over 20 years and is now a member of Valent Wealth, LLC. She is also a proud member of the Exit Planning Institute, Legacy Advisor Network (LAN), and Finseca.
Areas of Expertise
- Business Planning Excellence: JulieAnn implements efficient and measurable processes to ensure business owners are always prepared for their exit, helping them achieve best-in-class value.
- Protection & Risk Management: She specializes in strategies that safeguard both businesses and personal wealth.
- Long-Term Care Planning: JulieAnn provides tailored solutions to protect clients' financial security for the future.
- Investment Coaching: She educates clients on scientifically measured investment strategies, guiding them toward building wealth and achieving peace of mind.
Certifications
As a Certified Income Advisor and Certified Exit Planning Advisor (CEPA), JulieAnn ensures that business owners and their employees optimize cash flow, addressing one of the most critical aspects of financial planning.
Collaborative Approach
JulieAnn is well-connected, collaborating with best-in-class advisors to meet the diverse needs of her clients. Known as a valuable resource and connector, she is dedicated to serving her clients with comprehensive planning and protection strategies.