Logan Mears
Financial Advisor helping business owners and executives build and sustain wealth.
- Role
- Financial Advisor at Valeo Financial Advisors LLC
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Logan Mears
My name is Logan Mears. I am a financial advisor working with entrepreneurs and executives. My mission is to partner with individuals and their families to empower them to make informed financial decisions. It is widely recognized that personal financial education is deficient in our society. Throughout one\'s academic and professional journey, there remains a notable scarcity of resources for making informed financial decisions.The financial services industry is notorious for leveraging the lack of financial education to sell products, create complex fee structures, and not align with their clients. I partner with and educate you and your family while having aligned interests, a transparent fee, and no product sales. As life continues to get busier, you likely do not have the time to learn about cash optimization, taxes, investing, estate planning, etc. and it is time to partner with an advisor aligned with you.
Experience
Financial Advisor
Apr 2023 — Present · Carmel, IN, US
Education
Kelley School of Business Indianapolis
Bachelor's degree, Finance and Management
2018 — 2021
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