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Pine Valley Investments (PVI) is a registered investment advisory (RIA) firm and proud to

announce the addition of Jason Braatz, Scott Walden, and James Varley as the Braatz Wealth

Advisors (BWA) group. Prior to joining PVI, the BWA group was part of a team responsible foroverseeing 500+ million dollars at Merrill Lynch.

"We are thrilled to have Jason join our team. His industry experience, coupled with his teams unwavering commitment to providing exceptional service aligns perfectly with our mission of delivering outstanding results for our clients. We are confident that Jason's expertise will further strengthen our capabilities and contribute to the continued growth and success of PVI." - Mike Modica, Partner of PVI.

Nick Lampone, the Chief Strategy Officer of PVI added, “the addition of BWA marks an exciting chapter for our firm. This step further solidifies our commitment in delivering exceptional wealth management solutions to our esteemed clientele. PVI remains a place for not just any advisor, rather the most proven advisors.”

Commenting on his new role, Jason expressed his enthusiasm for joining PVI: "I am blessed for my time and experiences at Merrill Lynch. My team and I are honored to join a forward-thinking firm like Pine Valley Investments. This decision was the result of a thorough analysis, but a simple objective – where can I best offer a client first approach.”

About Pine Valley Investments (PVI):

Pine Valley Investments is a leading registered investment advisory firm specializing in wealth

management, risk management and planning solutions. With a team of proven and experienced professionals, PVI is dedicated to delivering comprehensive financial solutions tailored to meet the unique needs and objectives of their institutional and high-net-worth clients.

For media inquiries, please contact:

We are thrilled to announce that Pine Valley Investments has been recognized as one of USA Today’s Best Financial Advisory Firms. It is an incredible honor to receive this award, and we are grateful to our dedicated team, loyal clients, and supportive community for helping us achieve this milestone. The rankings were determined based on two dimensions:

  1. Peer/Client Recommendations collected via an independent survey sent to over 20,000 clients and financial advisors

  2. Growth of Assets under Management (AUM) analyzed both short (12 months) and long-term (5-years) based on publicly available data. Pine Valley Investments did not compensate USA Today for this award.

We take great pride in providing outstanding financial advice and guidance to our clients, and this recognition is a testament to our commitment to excellence. PVI looks forward to continuing to serve our clients with the same level of dedication and expertise that earned us this accolade. Thank you for your trust and support.

PVI, an SEC-registered RIA firm, is pleased to announce the hiring of Isaac Jones as an Investment Advisor Representative.

Isaac’s drive and ambition to help others succeed provides clients with a dependable and trustworthy experience, helping them achieve their personal and financial goals.

Over the past 16 years, he worked in Private Equity and with High-Net-Worth clients for BlackRock, Merrill Lynch, and JPMorgan. A suburban Philadelphia native, Isaac attended Purdue University on a football scholarship and later became a member of the Indianapolis Colts. He would eventually play three years in the NFL before starting a career in finance.

Today, he uses that experience to serve a broad range of clients: corporate executives, professional athletes, and business owners.

Joe Duncan, Founding Partner of PVI, stated, “Isaac’s level of commitment matches his work ethic and dedication to ensuring the attainment of his client’s goals. We are delighted to have his expertise as we continue to grow our firm.”

In his free time, Isaac enjoys playing golf, running, coaching youth sports, and spending time with his family. He also serves on the Board of Directors for Impact Services Corporation, a nonprofit devoted to workforce development and veteran services in the Kensington neighborhood of Philadelphia.

PVI is an SEC Registered Investment Advisor and works with high-net-worth families and institutions across the country. PVI’s client-first approach has set it on a rapid growth trajectory while increasing its national footprint. Assets are primarily held in custody at Schwab and TD Ameritrade. Services include portfolio management, financial, estate and succession planning, banking, and consulting.

For more information, please contact PVI at

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