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Client Centered

Aveo Capital is a planning-based wealth management firm built from the ground up by wealth advisors, for wealth advisors. With more than one billion in assets under management, we are focused squarely on the client experience that we provide. Our fully integrated and robust technology platform provides the families and individuals we serve with access to the tools and information that is most important to them.

Aveo was established in 2011 by a seasoned team of professionals with vast experience gained in working at several of the largest wealth management and insurance firms in the industry. A service-centered mindset has resulted in a comprehensive platform of customized financial planning and investment solutions that would be appreciated by the most seasoned advisors and investors.

For advisors who share our passion of always putting the needs of their clients first, we offer:

Best In Class
Turnkey Platform

A flexible, scalable, and comprehensive turnkey platform with best-in-class providers.

Efficient Cost

An efficient cost structure and economies of scale allowing for higher advisor compensation.

Flexible & Remote Access

Remote access and flexible work locations.

Full-Service Offering

A full-service offering that allows you to focus on being an advisor to your clients.

Business Development Support

Business development offering to allow you to efficiently grow your business.

Integrated Technology

An advanced, integrated technology platform, including CRM, financial planning, risk profiling, client portal and reporting, document vault, and DocuSign paperless processing.

Back-Office Support

Exceptional client service support and administrative services, including billing, bookkeeping and payroll.


401(k) retirement benefits and employer- sponsored health insurance plans

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