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 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.

Leadership Team

Client Services

Administrative Support Team

Financial Advisory

Leadership Team

About

Team members

Other teams at Valeo Financial Advisors LLC

Client Services

Administrative Support Team

Financial Advisory