Founded in 2004, Valeo Financial Advisors, LLC is an employee-owned firm dedicated to providing holistic and objective financial advice. As a fee-only advisor, the company's revenue comes directly from its clients, aligning its interests with theirs and avoiding conflicts of interest associated with commission-based products. Valeo serves as a "Personal CFO" to a select group of high-net-worth clients, offering a comprehensive suite of services that includes investment management, financial planning, tax and estate planning, and risk management. Their mission is to simplify the complexities of their clients' financial lives through a coordinated and integrated approach.

Founded in

United States