About Valla
Our Story
We started Valla to protect what families have built and help them use it.
Our mission
Valla exists to protect what families have built and help them actually use it, with advice from people who only get paid when the client is doing well.
Our purpose
Why Valla exists
Most people with a less than $20 million are treated like they're on the outside. The wealthiest families get protected strategies, real attention, and advisors who answer to them, custom experiences…Everyone else gets a risk questionnaire, a stock and bond mix, and fees that come out whether the account is up or down. And every few years their advisor's firm gets sold to someone they've never met.
We started Valla to close that gap. The name says it: a valla was the rampart that protected a city. Our job is to keep a family's money safe enough that a bad year doesn't wreck the plan, organize it around when they'll need it, and stay with them through the big moments: retiring, selling a business, losing a spouse, passing it on.
We back that up with how the firm is built. Valla takes its fees only when a client reaches a new high. It's owned by the people who work here, and we intend to keep it that way. And the measure that matters is whether a family is on track for the life they want, not what the account said on Tuesday.
In one sentence
We protect what you've built, we get paid when you're ahead, and we'll be the same people sitting with you twenty years from now.
About Josh and Mike
Friends first, for 26 years
We've been friends for 26 years. Over that time we've watched this industry from the inside, Josh building and leading wealth management firms and Mike building the technology that powers them.
We've seen the gaps up close. Advice gets split across too many people, firms change hands, and the tools too often serve the firm more than the family. The industry needs to change and modernize to truly serve clients and their families in 2027 and beyond.
That's why we started Valla together, in partnership with the institutional engine of The Invictus Collective.