What departments does Valeo Financial Advisors LLC have?

Valeo Financial Advisors LLC has employees across 7 departments including Marketing, Operations, Program & Project Management, Banking, Analytics.

What is the largest department at Valeo Financial Advisors LLC?

The largest department at Valeo Financial Advisors LLC is Banking with 17 employees.

Where are Valeo Financial Advisors LLC employees located globally?

Valeo Financial Advisors LLC has employees across 4 continents and 5 countries including China, France, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Brazil.

How has Valeo Financial Advisors LLC's team size changed over time?

Valeo Financial Advisors LLC's team has grown from approximately 188 to 197 employees based on available data.

Valeo Financial Advisors LLC Employee Directory

Financial ServicesIndiana, United States201-500 Employees

Valeo Financial Advisors LLC is a fee-only financial advisory firm based in Carmel, Indiana, offering comprehensive wealth management and planning services. It coordinates insurance, taxes, cash flow, educational funding, retirement, and estate planning so clients' financial needs are managed as an integrated whole, under a single transparent fee.

The firm operates in the financial services industry and is regarded as one of the larger Midwest advisory practices, earning a spot among the Financial Times' Top 300 RIAs. Its client base comprises individuals and families seeking holistic financial guidance, with services delivered from its Carmel office as a mid-sized firm in the region.

Valeo Financial Advisors LLC Global Highlights

North America
223

United States Of America
223

Europe
6

France
4
United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

China
1

South America
1

Brazil
1

Valeo Financial Advisors LLC's Leadership

G. J.
Chief Growth Officer
Mobile Phone
Email
R. T.
Owner
Mobile Phone
Email
M. R.
Client Service Relationship Manager
Mobile Phone
Email
C. M.
Marketing Manager
Mobile Phone
Email
M. S.
Operations Manager
Mobile Phone
Email
N. D.
Portfolio Manager
Mobile Phone
Email
A. P.
Financial Advisor
Mobile Phone
Email
E. L.
Financial Advisor
Mobile Phone
Email

Valeo Financial Advisors LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Finance
Accounting
Other
Business Development

Contact profiles from Valeo Financial Advisors LLC

Name

Title

Contact

Location

Last Update

D. M.
Financial Advisor
Mobile Phone
Email
Mar 20, 2025
J. K.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
J. H.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
K. R.
Cpa
Mobile Phone
Email
Oct 23, 2024
M. C.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
M. E.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
R. C.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
S. B.
Management
Mobile Phone
Email
Jun 08, 2026
B. M.
Financial Advisor
Mobile Phone
Email
Jul 07, 2026
M. K.
Private Family Wealth Financial Advisor
Mobile Phone
Email
Aug 03, 2026

Frequently Asked Questions

What is Valeo Financial Advisors LLC known for?

Valeo Financial Advisors LLC was founded in 2003 and operates in the Financial Services industry. You can contact Valeo Financial Advisors LLC's main corporate office by phone at

+1-888-488-****

. Explore Valeo Financial Advisors LLC's company overview page for more information.

What is Valeo Financial Advisors LLC's most common email format?

Valeo Financial Advisors LLC employees' email format typically follows the pattern of FLast@valeofinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Valeo Financial Advisors LLC email formats with LeadIQ.

How many employees does Valeo Financial Advisors LLC have currently?

Valeo Financial Advisors LLC has approximately 211 employees as of August 2026. These team members are located across 4 continents, including North America, Europe and Asia.

Who are Valeo Financial Advisors LLC's key employees and leadership?

As of August 2026, Valeo Financial Advisors LLC's key employees include:

Chief Growth Officer: G. J.
Owner: R. T.
Client Service Relationship Manager: M. R.
Marketing Manager: C. M.
Operations Manager: M. S.

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Valeo Financial Advisors LLC Employee Directory

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