Valeo Financial Advisors LLC
David L. Hecht is a seasoned financial professional with extensive experience in advisory roles. Currently serving at Valeo Financial Advisors LLC since January 2018, David has been instrumental in reshaping financial advisory by implementing a transparent fee structure, enhancing client experience through limited advisor-to-client ratios, and offering comprehensive services. Prior to Valeo, David held the position of Managing Director at Oxford Financial Group from 2002 to 2016 and served as a Tax Manager at Arthur Andersen from 1993 to 2002, where responsibilities included client management and relationship oversight for private businesses. David holds a Bachelor of Science degree in Accounting and Finance from Indiana University Bloomington, graduated in 1993.
Valeo Financial Advisors LLC
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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.