Hayden Ludwig (CFP®)
Hayden Ludwig focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Medical Professionals
- Real Estate Investments
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Medical Professionals
- Real Estate Investments
Planning Specialties
Valeo Financial Advisors is an independent, fee-only financial advisory firm with over $7B in assets under management and more than 80 CFP® professionals. We take a centralized approach by reviewing all areas of your financial life, including income, taxes, retirement planning, insurance, investments, and estate planning. We specialize in serving high income earning professionals, business owners, and high net worth to ultra-high net worth families.
Additional Information
I grew up in Van Wert, Ohio, before attending The Ohio State University, where I received my bachelor’s degree in the CFP® Board registered program after only three years. Upon graduation, I specialized as a retirement planning advisor serving various regions of Ohio, including Columbus, Cleveland, Lima, and Findlay. In 2020, I made the decision to transition to fee-only financial planning and moved to Indianapolis to join the team at Valeo Financial.
NAPFA Start Date
June 20, 2023