Valeo Financial Advisors

About Valeo Financial Advisors

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with approximately $6B in assets under management. We provide comprehensive, independent financial advice to our clients with one, simple transparent fee. Our advisors never sell a product or cold call their personal networks. We are committed to empowering the next generation and have 30 former interns on staff today. Learn from a team of 60+ CFP® | CFA® | CPA | JD | Master's credentialed advisors.


Financial Planning Intern

June 2021 - August 2021 Carmel, IN
“The unique business model at Valeo creates a welcoming entrepreneurial culture. Everyone on the team is willing to offer their time to tell you about Valeo and their experiences. It is a very open environment in that people are willing to help you, so long as you reach out to them. ”

Investment Analyst Intern

May 2020 - August 2020 Indianapolis, IN
“Amazing entrepreneurial culture within the firm”
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