About My Practice
At Valeo Financial Advisors, LLC we use our extensive experience and conservative creativity to help our clients achieve their financial goals. We sell no products and post our fee schedule right on our website. Finally, we limit the number of clients each of our advisors work with to ensure the highest possible level of service.
An active contributor to the profession, Aaron founded FPA NexGen to support new financial planning professionals, which earned him recognition as one of the 5 most influential planners in the profession in 2007. Aaron spent 12 years at Compass Wealth Advisors, LLC as partner and Chief Investment Officer. In 2008, directly modeling Valeo, Aaron established the first “fee-only” comprehensive financial planning firm in Michiana, which he merged into Valeo in 2009.
Aaron is a NAPFA-Registered Financial Advisor, a Certified Financial Planner (CFP®) Practitioner (2000), and a Certified Investment Management Analyst (CIMA®) (2005). Considered an expert in income investing, Aaron co-authored Tools and Techniques of Retirement Income Planning (NUCO, 2007), and writes and presents regularly on this and other subjects to professional groups.
A graduate of Indiana University (B.S. in Finance), Aaron resides with his wife and four children in Northern Indiana. They are actively involved in Crystal Valley Missionary Church, RETA, and CBMC of Michiana.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Considerations: See website for fee schedule and services
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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