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Valeo Financial Advisors, LLC
Indianapolis, IN

P. Chris Mickel

CFP®, MBA
Bringing it all together. Peace of mind from thoughtful planning and execution
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Meet P. Chris

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Valeo Financial Advisors - We're Changing Our Industry - P. Chris Mickel
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Knowing Your Destination - P. Chris Mickel
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Charting a Course - P. Chris Mickel
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Follow the Money - P. Chris Mickel
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Key Components to Your Success - P. Chris Mickel
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Geographic Proximity is Irrelevant - P. Chris Mickel
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Costs, Taxes, and Turnover - P. Chris Mickel
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Assembling an Effective Team - P. Chris Mickel
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Hybrid Portfolio Construction - P. Chris Mickel
Video Transcripts

Chris received his BS degree from Ball State University in 1995 and began his career in the financial services industry as a credit analyst with a major commercial bank. Building upon his analyst experience, Chris earned a M.B.A. from Butler University in Indianapolis. During his postgraduate study, he fulfilled a three year commitment to develop his fraternity headquarters’ leadership program.

After receiving his M.B.A., Chris returned to the financial services…

Chris received his BS degree from Ball State University in 1995 and began his career in the financial services industry as a credit analyst with a major commercial bank. Building upon his analyst experience, Chris earned a M.B.A. from Butler University in Indianapolis. During his postgraduate study, he fulfilled a three year commitment to develop his fraternity headquarters’ leadership program.

After receiving his M.B.A., Chris returned to the financial services field as a financial advisor with PaineWebber/UBS Financial Services. In an effort to more broadly service his clients’ financial planning needs; he joined Valeo in early 2004. Chris has been a Certified Financial Planner (CFP®) Practitioner since 2005 and is a member of Valeo’s Financial Planning Committees. Although Chris works out of our Indianapolis office, he is also responsible for working with a number of clients across the country. With a passion for financial planning and providing superior client service, Chris and his colleagues travel the country providing advice that is:

  1. Independent (we don't sell anything)
  2. Comprehensive (we cover all aspects of your financial life)
  3. Experienced (we have decades of experience servicing clients with a fee-only comprehensive approach)
  4. Reasonably priced (we post our fees right on our website)
  5. Accessible (we limit the number of clients each advisor is allowed to work with)

Chris lives in Carmel, IN with his wife Jacque and their 2 sons.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments
Personal Lending
LGBT Services

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Flat Fee/Retainer
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
MBA
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