Valeo Financial Advisors

Investments are an important part of what we do for our clients, but financial advice is far more than just investments.

At Valeo, 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 peace of mind that can only come from knowing all aspects of your financial life are working well together.


Advisors at this Office

Advisors at Other Firm Offices


This Office

2323 West 5th Ave #120 Columbus, OH 43204 Phone: (419) 203-3207

Primary Office

9020 Stony Point Pkwy Ste 145 Richmond, VA 23235-1953 Phone: (804) 557-0903

Other Offices

Call for an Appointment Fort Wayne, IN 46825 Phone: (419) 203-3207
Call for an Appointment Lima, OH 45801 Phone: (419) 203-3207
2323 West 5th Ave #120 Columbus, OH 43204 Phone: (419) 203-3207
24 E Washington St Suite 875 Chicago, IL 60602 Phone: (224) 723-0687
10 W. Carmel Drive, Suite 400 Carmel, IN 46032 Phone: (419) 203.3207