I have been in the financial advising world since 2012, with 4 different companies, ranging from a two person shop to household names. Since 2018, I have been running my own firm and learning more about my craft. The experience and knowledge gained has me confident in my ability to help you with your financial life in the best way possible and in the manor I think you will find the easiest. I live in Indianapolis, IN with my wife Katie and our Russian Blue, Winston (not pictured).
A few things seemed to be missing in the financial advising world that started the idea, led to the dream, and launched the firm. We are a virtual, fee-only & fiduciary registered investment advisor. All that means is I am licensed and registered to provide ongoing financial advice the way you want, deserve, and how those in the profession guide their family towards. The intent was to take the best parts of a typical advising firm and bring it up to speed with modern times. With low overhead and no board members to appease, Vaal Financial can offer world class financial advising, at your fingertips, with a dedicated professional. If you haven't guessed, there is also no call center.
- Adam Vaal, ChFC®