Financial advice
is more than just
investment advice
Investments are an important part of what we do for our clients, but financial advice is far more than just investments.
At Valeo, we focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide peace of mind that can only come from knowing all aspects of your financial life are working well together.
-
01. ServicesLearn how we integrate all financial areas of your life, such as taxes, estate planning, education funding and investments. There is an advantage to working with Valeo.
-
02. TeamOur people are our most important asset, and developing their talent is a critical component of our mission.
-
Are you a fiduciary?
Yes, Valeo is a fiduciary. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties, person or group of persons. We are committed to always putting our clients' interests ahead of our own.
-
Where are my investments held?
We recommend Fidelity but we can work with an established broker or custodian relationship that is in place. (Please read our disclosures for more information).
-
Where do you service clients?
We believe the client experience is not defined by location. We serve clients in 40+ states with equal attention to detail and client experience.