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.