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

Investment Management

Retirement

Valeo Financial Advisors LLC

John Wortman

Mandisa Pawelczak

Kelly Newman

Kelley Roberts

Amanda Miller

Shelby Henderzahs Weicht

Brandon Ledford

Teia Nidey

Dustie Hardin

Amanda Harpenau

Julie Marvel

Jamie Vladuchick

Cfp® Andrew Tellitocci

Client Services

Administrative Support Team

Financial Advisory

Leadership Team

Teams at Valeo Financial Advisors LLC

Client Services

Administrative Support Team

Financial Advisory

Leadership Team