Richmond, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Valeo Financial Advisors, LLC
Multi-team
Firm-wide stats for Valeo Financial Advisors, LLC
Clients per advisor
28 Very LowAvg AUM per client
$4,183,828 Very HighHNW client ratio
75% Very HighAbout
Valeo Financial Advisors is a multi‑team SEC‑registered adviser managing about $12.96 billion with 108 advisors and roughly 3,021 clients. The firm provides comprehensive financial planning and individualized portfolio management for both retail (including high‑net‑worth) and institutional clients, and also offers an Essentials model for clients who prefer a more streamlined service.
The firm’s investment process emphasizes firm‑level strategic asset allocation with tactical asset‑class adjustments, reliance on third‑party research (for example, Evaluation Group, Fidelity and Morningstar), and the use of independent managers and model portfolios; Valeo treats cash as an asset class and may employ covered‑call strategies where suitable. Valeo does not generally recommend direct cryptocurrency investments, conducts due diligence and ongoing monitoring of third‑party managers and private funds, and uses AI tools under an internal policy as a supplement to advisor judgment.
What is noteworthy relative to many multi‑team peers is Valeo’s role as an adviser to private investment funds and its provision of portfolio management for pooled vehicles, including reporting that can reflect sponsor‑provided valuations and K‑1 distributions — services that only a minority of comparable firms provide. The firm also discloses affiliate arrangements (including an affiliate that provides due diligence and investor‑relations services to private fund sponsors) and related conflicts of interest, and it occasionally provides pro‑bono planning for nonprofit clients.
Based on Valeo Financial Advisors, LLC
Expertise
Based on Valeo Financial Advisors, LLC
Occupation focus
Based on Valeo Financial Advisors, LLC
Demographic focus
Based on Valeo Financial Advisors, LLC
Location
9020 Stony Point Parkway, Suite 145
Richmond VA 23235
Advisors at this office
5
Advisors at this office
Joshua B
CFP®
Richmond, VA
Valeo Financial Advisors, LLC
Joshua Bowers is a CERTIFIED FINANCIAL PLANNER™ at Valeo Financial Advisors, LLC with two years of industry experience. Prior to joining Valeo in 2022, he worked at FieldCore and spent time at Virginia Tech and Atlee High School. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm uses strategic asset allocation with tactical adjustments, independent managers, and AI tools, and also provides specialized services to private investment funds and pooled vehicles.
Ashton P
CFP®
Richmond, VA
Valeo Financial Advisors, LLC
Ashton Pocta is a CFP® professional at Valeo Financial Advisors, LLC with six years at the firm and a total of four years in the financial industry. Prior to joining Valeo, he spent four years at Virginia Tech. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing a strategic asset allocation approach with tactical adjustments and third-party research, and provides specialized services such as advising private investment funds and pro-bono planning for nonprofits.
Matthew W
CFP®, Series 66
Richmond, VA
Valeo Financial Advisors, LLC
Matthew Williams is a CFP® with 14 years of industry experience, currently serving as an advisor at Valeo Financial Advisors, LLC since 2020. His prior roles include positions at Acima Private Wealth LLC, Heritage Wealth Advisors, RTD Financial Advisors Inc, and Ameriprise. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic asset allocation, third-party research, and independent managers, while also providing specialized services such as advising private investment funds and managing pooled vehicles.
Virginia F
CFP®
Richmond, VA
Valeo Financial Advisors, LLC
Virginia Fix is a CFP® professional with one year of experience, currently with Valeo Financial Advisors, LLC. Prior to joining Valeo, she held various roles including positions at Virginia Tech and Wealth Enhancement Group. Her background also includes work in the hospitality sector. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for a diverse client base through comprehensive financial planning and individualized portfolio management, with a distinctive focus on strategic asset allocation, third-party research, and private investment fund advisory services.
Paul D
CFP®, Series 65, Series 66, Series 63
Richmond, VA
Valeo Financial Advisors, LLC
Paul Deal is a financial advisor at Valeo Financial Advisors, LLC in Richmond, VA, holding the CFP® designation along with Series 65, 66, and 63 licenses. He has 18 years of industry experience, with prior roles at Creative Planning, Truist Advisory Services, BB&T Securities, Cary Street Partners, and Davenport & Company. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion with 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and portfolio management to retail, high-net-worth, and institutional clients, using a strategic asset allocation process supplemented by third-party research and independent managers.
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