Valeo Financial Advisors LLC is a comprehensive and independent financial planning and investment advice firm based in Elkhart, IN. They offer a range of services that go beyond just investment advice, focusing on integrating all aspects of their clients' financial lives, including insurance, taxes, cash flow, education funding, retirement, and estate planning. With a commitment to transparency, Valeo provides peace of mind by ensuring that all elements of their clients' financial picture work together harmoniously.
As a fiduciary, Valeo always puts their clients' interests first, and they work with established broker or custodian relationships, such as Fidelity. Serving clients in 40 states, Valeo believes that the client experience is not limited by location, providing equal attention to detail and client experience regardless of where their clients are located.
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