A complete list of active advisors currently associated with Veyla Financial
Warmer can help you find a great advisor at Veyla Financial or one who fits your needs even better.
Treo Financial, LLC is a fee-only, holistic financial planning firm that provides personalized education and planning services to individuals and to businesses that sponsor employee education. The firm focuses on clients such as educators, nonprofit staff, entrepreneurs and contract workers and offers one-on-one financial advice alongside single- and multi-session education courses. Its investment guidance is grounded in Modern Portfolio Theory and emphasizes low-cost, passive investments (index funds and ETFs), a long-term buy-and-hold approach, and periodic rebalancing. Treo provides actionable recommendations and written session recaps but does not implement, manage, or custody client assets—clients are responsible for carrying out the recommended strategies. Treo is notable for centering its work on financial education and group training, including recorded course content, live-streamed office hours for enrolled participants, and course communication channels, rather than ongoing portfolio management. The firm also does not charge percentage-of-assets fees or accept third-party commissions, structuring engagements around discrete advisory and educational sessions.
To learn more about the advisors currently working at Veyla Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Asheville, NC
| 4
|
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