“Don’t fit your life into your money,
fit your money into your life.”

This is the philosophy on which Robert Levenson founded Value Monitoring Inc in 1988. VMI is a registered investment advisor and boutique financial planning and investment management company that offers clients an uncommon financial strategy: Make as much money as possible but do so while limiting significant losses.

Our small, dedicated team gets to know clients well, and our clients, in turn, trust us with a full range of financial services including investment management, tax and estate planning, life insurance, and more.

Our multi-faceted approach will add value to your life, not just your portfolio.
More About Us

Our services.

Financial
Planning

Planning for long term financial strength in an ever-changing world.


Investment Management

Make as much money as possible but do so while limiting significant losses.


Minimize
Taxes

Tax advantaged strategies for long term income and efficiency.


Optimize
Insurance

Evaluate each of your policies (or lack thereof) and make sure they fit your life.

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Team Members

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Happy Clients

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Cups of Coffee

It doesn't hurt to ask

Times have changed.
If the advice you're getting doesn't include a plan for the changes ahead, you're due for a second opinion.