For clients of Erick Conway, please see CLICK HERE to see important details related to the Strong Valley transition.
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(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way

Our Clients

Who We Serve

Strong Valley serves a community of private individuals and business owners who value professional advice and guidance. Our clients expect business to be done with transparency. We also know that success goes beyond the financial. We believe that being a trusted advisor means focusing on understanding what our clients need in every moment of engagement – even when those needs go beyond direct financial advice.

Our highest goal is working with clients in a way that goes beyond the mechanics of financial management and investing heavily in our care and concern for the entirety of our client’s lives. It’s not just quality in terms of outcomes, but the quality of the journey in possibly achieving their goals. It’s not just growing assets and capital; it’s growing in the ability to make a difference in the lives of others.

Individual Private Wealth Clients

Whether you are a young professional, received an inheritance, or considering retirement, Strong Valley has decades of experience helping people just like you reach their goals. We provide consultation and strategies tailored to your specific situation.

Some specific individuals and client communities include:

Our core values shape how we do business and the value we provide to our clients. We believe it is our personal and corporate commitment to these values that sets us apart from a service all too often perceived as a commodity. Below are some examples of the clients we serve and how we make a tangible difference in their lives:

  • Company Executives
  • Entrepreneurs and Business Owners
  • Inheritance Recipients
  • Medical Industry Professionals
  • Retirees and Prospective Retirees
  • Sports Professionals and Elite Athletes
  • State Employees
  • Teachers, Administrators, Educational Staff

Here is how we help:

  • Comprehensive Wealth and Asset Management
  • Personalized Financial Planning and Reporting
  • Retirement and Pension Plan Consulting

Business Owners and Entrepreneurs

Strong Valley specializes in helping business owners maximize their business potential for both personal retirement as well as financial benefits and services for their employees. We have decades of experience in helping business in a wide range of industries.

Some of the specific industries we help:

  • Accounting and CPA Firms
  • Agribusiness Organizations
  • Legal Firms and Solo Practitioners
  • Manufacturers and Product Developers
  • Medical Groups and Private Practices
  • Professional Service Providers
  • Self-Employed Professionals
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