# Valley Oak Financial

- **Website:** <https://vofcpa.com>
- **Primary alias:** `vofcpa.com`

## Description

Valley Oak is a specialized financial services firm founded in 2006 by Matt and Amber Rzepka. Based in Kalamazoo, Michigan, the firm works with small business owners, families, and individuals to help them grow and protect their wealth and plan for the future. Its approach centers on lasting client relationships and tailored strategies that help clients make informed financial decisions and use tax rules effectively across different stages of business and life.

Valley Oak offers business and personal tax planning and preparation, bookkeeping, payroll, and financial forecasting. Its broader planning services include life insurance, estate and legacy planning, education and training, asset accumulation and distribution planning, and business succession and exit strategy planning. The firm also provides wealth advisory and family office services, with professionals across accounting, tax, administration, and financial planning. Valley Oak aims to help clients maximize their financial potential while preparing for long-term goals and transitions. Advisory services are offered only where the firm and its representatives are properly licensed or exempt from licensure.

## Industries

- 💰 Finance
- 💰 Accounting and Auditing _(under Finance)_
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/valley-oak-financial-plc)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idTuP7BHo9/w/600/h/55/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793131800803)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idTuP7BHo9/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793131800947)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Chambray | #344e86 | accent |
| Green Vogue | #032f60 | dark |
| Pigeon Post | #a2b9db | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idTuP7BHo9/w/5471/h/2194/idYtsSY0iX.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793131802477)

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_Source: <https://brandfetch.com/vofcpa.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._