Gregory Martik, CFP, is the President of Valley Brook Capital Group. He lives in Coal Center, Pennsylvania with his wife...
Valley Brook Capital Group began in 1999 as a small family office. Over the years, we have grown and changed, but our focus has remained the same—our clients. Today, we offer comprehensive investment and financial planning services to individuals and businesses nationwide. Our completely customized portfolios are built for you, working in tandem with a holistic planning process that is designed specifically to meet your goals.
Meet Our Team
Jayme Russo, MBA, is the Vice President of Valley Brook Capital Group. He lives in Butler, Pennsylvania with his wife...
Robert Pulit is the Chief Compliance Officer at Valley Brook Capital Group. He lives in Upper St. Clair, Pennsylvania...
Benjamin Martik, CFA, is the newest partner at Valley Brook Capital Group. He lives in California, Pennsylvania. Ben...
Organization Tips to Help Take Time off Taxes
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.Read More
5 Year-End Tax Planning Opportunities
If you’re looking to lower your tax liability before the deadline, here are some options to consider.Read More
Creating an Investment Philosophy
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.Read More