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.



*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valeo is engaged, or continues to be engaged, to provide investment advisory services.



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