Team Valeo

We founded Valeo to change the way clients consume, and advisors deliver, financial advice by:

  • Developing a single transparent fee schedule to eliminate as many conflicts of interest as possible.
  • Limiting the number of clients each advisor works with to improve the client experience.
  • Providing a comprehensive advisory service to all clients at all times, rather than investment advice with planning from time to time.
  • Designing a well-defined career path for young advisors interested in becoming financial professionals instead of product salespeople.



By the numbers
States where we serve clients
Products sold
Client limit per advisor
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