Garrett Chmiola

At Valeo, we focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. There is one transparent fee that we charge based on your net worth (with a dose of common sense for founders). By focusing on net worth, we eliminate many of the conflicts of interest traditional advisors face when charging solely on investments. In contrast, many advisors sell products to earn commissions, have fees that vary based on the type and quantity of assets they manage, allow fees to vary significantly for similar clients, charge separately for financial planning which likely means this is not a core service – and the list goes on. We strive to provide peace of mind that can only come from knowing all aspects of your financial life are working well together.