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

May 2022 - August 2022 Carmel, IN
“The Financial Planning Internship at Valeo gave me real-world, hands-on experience to the world of financial planning within a cohort of 15 other interns my age! I worked directly with Lead Advisors to prepare deliverables for client meetings through an in-depth analysis of each client's situation. While there is almost always work to be done, I never felt overly stressed or overwhelmed. The people at Valeo are top-tier and this internship prepared me to go back to school and engage well with all finance-related coursework!”

Financial Advisor Intern

May 2022 - August 2022 Carmel, IN
“This internship was a great experience because of our ability to work directly with advisors. We were preparing deliverables that were actually being used in meetings. Also, the advisors were all extremely good mentors. They took the time to sit down with us to review and explain the tasks we had completed for them. Valeo also set up a couple opportunities for us to serve the community, which were extremely rewarding and helped our intern class become closer. ”
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