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.

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FREQUENTLY ASKED QUESTIONS
  • 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?

    It's your choice. We recommend Fidelity or Schwab, but you can keep your investments with any broker or custodian of your choosing. (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 over 38 states with equal attention to detail and client experience.

  • Can you manage my company's retirement plan?

    Yes, we can. The Institutional Team at Valeo Financial Advisors works with company-sponsored retirement plans, foundations, and endowments. We have over 60 years of combined experience working with qualified plans, and understand the intricacies and nuances of the ever-changing regulatory environment.

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