A complete list of active advisors currently associated with Velev Advisors

Warmer can help you find a great advisor at Velev Advisors or one who fits your needs even better.

Velev Advisors provides investment advisory and management services to individuals, trusts, and estates, and also offers financial planning alongside tax, accounting, and business advisory work. These services are delivered as discrete engagements—investment management on a discretionary basis and financial planning or tax/accounting services billed separately. The firm structures portfolios around a client-specific Investment Policy Statement and employs diversification together with fundamental and technical analysis, implementing rebalancing and reviews at least quarterly. Recommended holdings may include individual equities, fixed income, mutual funds, exchange-traded funds, closed-end funds, and limited partnership interests, and clients may impose written investment restrictions. Distinctive aspects of the practice include its origin as a tax and accounting practice and the continued provision of tax and accounting services by a credentialed Enrolled Agent, a relationship the brochure discloses can create conflicts of interest while noting clients are under no obligation to use those services. The adviser also reports spending substantial time on other professional activities (roughly 50–100 hours per month on tax/accounting work and about 150 hours per month on software engineering), and manages approximately $1.7 million in discretionary client assets, reflecting a small, practitioner-driven model that combines advisory and business consulting for closely held businesses.

To learn more about the advisors currently working at Velev Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.