Valerie L. Newell

Meet Valerie.

Valerie Newell advises affluent individuals, retirees and multigenerational families from Cincinnati. Her work connects investment management with retirement planning and tax-aware portfolio decisions. She co-founded RiverPoint Capital Management before it joined Mariner in 2012. Her biography identifies her public accounting license as inactive.

Before your first conversation.

Areas of focus

Investment management · Tax-efficient investing · Retirement planning · Multigenerational planning

Credentials recorded in sources

CPA (inactive license)

Investment minimum

Confirm directly with the firm.

Fees & compensation

Request the current fee schedule and compensation disclosures.

Contact verification

Confirm current details before relying on this listing.

Portrait source

Photo matched to official biography · 2026-09-16

Make the first conversation count.

Mariner

8 listed professionals

Mariner provides wealth planning and investment management alongside tax, estate, trust and executive planning services. Its advisor biographies describe personalized work with individuals, families and business owners.

Research before you connect.