Justin M. Padgett, Cfp®️ Email & Phone Number

As President of Valeo Financial Advisors, I help integrate our CEO's vision through the firm's internal and external touch. In addition, I support, promote, and inspire the talented team we have running Talent, Investments, Information, Operations, and Growth for the firm.As Chairman and Founder of TwoPointO Investor Relations, LLC, I focus on expanding the TwoPointO and Valeo footprint within the commercial real estate community and a liaison between sponsors and the Valeo Private Investment Committee. I additionally strategize with the TwoPointO team on historical relationships, special projects, portfolio management, new sponsor evaluation, and new investment pursuits.Specialties: • Closely-held business owner planning: wealth transfer, succession planning, overall business cost savings/efficiency/strategy, proactive personal/professional balance sheet management, etc. • Private investments: Founder and current Chair of TwoPointO Investor Relations, LLC | Chair of Valeo Private Investment Committee. Valeo Financial Advisors is a fee-only, comprehensive financial planning firm founded locally in 2002. Headquartered in Carmel, Indiana, the firm focuses on a family's entire financial picture, including net worth monitoring, cash flow, taxes, business owner optimization, public and private investment management, risk management, and estate planning. With the firm's mandate on a limited number of clients, we strive to provide peace of mind that can only come from knowing all aspects of your financial life are working well together. For more information, visit www.valeofinancial.com.TwoPointO Investor Relations, LLC, a subsidiary of Valeo Financial Advisors, LLC, provides investor relations services for real estate sponsors located throughout the United States. Services include pre-investment due diligence, cashiering, K-1 and report distribution, ongoing sponsor relations, annual due diligence updates and prospective sponsor due diligence. In addition to investor relations services, TwoPointO oversees and manages the Valeo private commercial real estate portfolio. For more information, visit https://www.tpoinvestorrelations.com/.

Listed skills include Strategy.

• 

  Indiana University - Kelley School Of Business

  Finance, Legal Studies, International Studies