Valeo Financial Advisors, LLC
10 W Carmel Drive, Suite 400
Carmel, IN 46032
United States

Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. 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 the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.

Insurance

Retirement

Investment Management

Valeo Financial Advisors LLC

Valeo Financial Advisors LLC's headquarters in Indianapolis, IN, United States

John Wortman

Justin M. Padgett

Danielle Ambrose

Tom Askey

Cfp® Andrew Tellitocci

The Client Services team at Valeo Financial Advisors LLC is dedicated to supporting and enhancing client relationships by managing day-to-day interactions and providing exemplary customer service. The team coordinates with financial advisors to ensure clients' needs are met promptly, aids in the preparation and execution of financial plans, and handles administrative tasks related to client accounts. This cohesive support structure helps achieve Valeo's commitment to offering comprehensive, personalized financial guidance.

Client Services

The Administrative Support Team at Valeo Financial Advisors LLC provides critical behind-the-scenes support to ensure the smooth functioning of the firm. This team handles tasks such as scheduling, correspondence, client communication, document management, and logistics coordination. By managing these essential administrative duties, the team enables advisors to focus on delivering comprehensive financial planning services to clients.

Administrative Support Team

The Financial Advisory team at Valeo Financial Advisors LLC provides comprehensive financial planning and advisory services tailored to clients' complete financial landscapes. This includes addressing insurance needs, tax strategies, cash flow optimization, educational funding, retirement planning, and estate planning. The team aims to ensure all facets of a client's financial life are harmoniously integrated, delivering peace of mind through expert guidance and a transparent, fee-only structure.

Financial Advisory

The Leadership Team at Valeo Financial Advisors LLC is responsible for setting the strategic direction of the company, overseeing major investment decisions, and ensuring the seamless execution of operational processes. This team, comprising the Co-founder & CEO, Vice President of Real Estate Investments, and Chief Operating Officer, works collaboratively to uphold the firm's commitment to providing comprehensive financial planning and maintaining high standards of client satisfaction.

Valeo Financial Advisors LLC

Org chart

Teams

Client Services

Administrative Support Team

Financial Advisory

Leadership Team

Offices

Valeo Financial Advisors LLC

Org chart

Teams

Client Services

Administrative Support Team

Financial Advisory

Leadership Team

Offices

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