Matt Jarvis, CFP®, CPA, Paladin 5 Star Advisor
New York, New York, 10019
Member Since 2009
At Valeo, we use our EXTENSIVE EXPERIENCE and CONSERVATIVE CREATIVITY to help our clients achieve their financial goals. We are FEE-ONLY, thus we sell no products. We are COMPREHENSIVE, focusing on all aspects of a client\'s financial affairs (cash flow, investments, insurance, tax, estate, education, debt, etc). We are REASONABLY PRICED and post our fee schedule right on our website (www.valeofinancial.com). We LIMIT the number of clients each of our advisors work with to less than 50 to ensure the highest possible level of service.
My Location
Background Information
Years of Financial Experience
- 8
Education
- Butler University (Bachelor of Science)
Certifications and Designations
- CFP®
- CPA
- Paladin 5 Star Advisor
Association Memberships
- NAPFA
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Primary Custodian(s)
- Fidelity/National Financial Services
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 5522867
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Valeo Financial Advisors, LLC
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.valeofinancial.com
Matt Jarvis
on Twitter
85Following
157Followers
845Tweets
The #week in #review http://t.co/8XxNholI from #valeofinancial
#Unemployment around the globe. Chart: http://t.co/0ypwYIJY #valeofinancial
The unemployment rate declined by 0.2% in January to 8.3%; the rate has fallen by 0.8% since August. Chart: http://t.co/zhFBC7ki
RT @EconBizFin: Americans spent $2.6 trillion on #healthcare in 2010, a staggering 18% of GDP http://t.co/ggmEofFs