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

Julie Marvel

Greg Fulk

Shannon Zengler Sphr

Jamie Vladuchick

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

Administrative Support Team

Financial Advisory

Client Services

About

Team members

Other teams at Valeo Financial Advisors LLC

Administrative Support Team

Financial Advisory