Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Montgomery is a Certified Financial Planner™ who is registered as an Investment Advisor Representative with Valeo Financial Advisors, LLC. Blake has over 13 years of experience in the financial services industry and is committed to providing personalized financial planning and investment management services to clients. Blake works primarily with high-net-worth individuals, charitable organizations, and corporations. Valeo Financial Advisors, LLC, a Registered Investment Advisor, is a firm that offers a variety of services, including financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of client net worth
1
2
IN
12/19/2024 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
Active
Inactive
Not sure Blake Montgomery is the right advisor for you? Invested Better is here to help.
