Our Story

Financial planning: We create customized financial plans tailored to your unique goals, such as retirement planning, education funding, debt management, wealth management and more.&nbsp;&nbsp;
Investment management: Our team provides personalized investment strategies designed according to your risk tolerance and time horizon. If you want to align your investments with your values, we also offer faith-based investment options.&nbsp;
Retirement planning: We help you navigate the complexities of retirement planning, including pension optimization, Social Security strategies and creating sustainable income streams throughout your retirement.&nbsp;&nbsp;
Insurance analysis: Our thorough insurance analysis helps determine whether you have the appropriate coverage to protect your assets and loved ones from unexpected events, such as disability, illness or death.&nbsp;&nbsp;
Wealth management: Our comprehensive wealth management services encompass the many aspects of your financial life, providing holistic solutions to help you work toward your long-term financial objectives.&nbsp;

How we began

Matthew and Stacey joined forces and established Valley Consulting Group in the fall of 2018 and unveiled their Mesa, Arizona, office in January 2019. By February 2020, they extended their reach to Albuquerque, New Mexico, and its neighboring communities. Whether nestled in the valleys of Mesa or Albuquerque, we tailor our services to meet the unique needs of each client.

Who we are

With more than 40 years of combined experience, Matthew and Stacey are skilled financial professionals who are ready to partner with you on your journey to financial clarity, security and prosperity. Whether you are planning for retirement, seeking to protect your loved ones or looking to make a meaningful impact in your community, we are committed to providing you with thoughtful advice and solutions that reflect your goals and values.

What sets us apart

Our dedication to transparency and integrity is what sets us apart. We believe in empowering you with the knowledge and tools you need to make informed decisions about your financial future. Whether it’s providing clarity on complex financial matters or offering unbiased advice, we will strive to help you make decisions objectively..

Our mission

Our core mission is to encourage people like you to be wise with what you have been given and help create financial wealth and security, all while embracing a spirit of generosity. We believe open communication is the cornerstone to building successful relationships and look forward to helping you navigate your financial journey with purpose, passion and generosity.