Valeo is an independent, fee-only financial planner and financial advisor to individuals, families, and business owners in Richmond, Virginia, Central Virginia and virtually nationwide.  

Valeo provides financial planning, investment management and personal tax planning services.

As a fee-only Financial Planner, Valeo provides unbiased advice always in the best interest of our clients. Fee-only means we provide advice for a fee. We don’t receive any other forms of compensation. We don’t sell products, earn commissions, have quotas or receive kickbacks like some other financial advisors.

Our experience and unique service model allows us to work with clients in all phases of their lives.

Our services include:

• Comprehensive Fee-only Financial Planning
• Investment Management 
• Personal Tax Planning 
• Private Real Estate Investment
• Retirement Planning 
• Insurance Planning & Analysis 
• College Planning 
• Employee Benefits Review and Maximization
• Social Security Planning and Analysis
• Stock Option Planning
• Wealth Transfer Planning
• Family Education
• Debt Management
• Fun Forecasting
• And More

We take a holistic view of our clients and their financial matters and create a plan and execute the plan to achieve their financial goals.  

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