Truly Independent Advice – Do Valeo Advisors benefit financially based upon what they recommend to clients?  No.  Ask other financial advisors if they do and then ask it again.  So very few can answer this simple question with a no.  You will typically get some long winded version of maybe.  That means yes.

Integrated Approach – Do Valeo Advisors review more than just investments? Yes.  Valeo Advisors provide an integrated approach meaning that your tax, cash flow, insurance, investment and estate situations are all considered when making recommendations to you.  While some clients put a higher priority on one area or another, all clients are provided with the fully integrated service.

Limited Number of Clients per Advisor – Will my Valeo Advisor have time for me?  Yes.  By limiting the number of clients each Valeo Advisor is allowed to work with, we substantially increase the likelihood of a positive client experience.  Many successful financial advisors continue to take on clients well beyond what they could possibly service.  You want a good advisor who has time for you, not a great advisor who is not willing to tell you they do not.

Single, Reasonable, Transparent Fee – Will I be able to calculate my understand the fees?  Yes.  We have one fee which covers all of our services.  The fee schedule is posted in plain sight for everyone to see here on our website.  We calculate fees once each year and bill in quarterly installments.  We would rather spend our time creating value than explaining or calculating fees.