Timothy Ginn

Background

About Timothy Ginn

As a personal financial advisor at Valeo Financial Advisors, I help individuals with all aspects of their financial lives by providing comprehensive, independent and objective advice. This includes providing strategies on cash flow, debt management, taxes, investment strategy, risk management (insurance), and estate planning. By aligning the client's interests with our comprehensive, fee-only approach (no product sales), we are able to establish a trusted advisor relationship that gives clients peace of mind to know that they can make the best decisions when evaluating all possible alternatives. The Firm mandates a limited number of clients for each advisor. By limiting the number of clients I am serving to 30-40, I know that I can proactively stay connected with the client and their needs (unlike other advisors with 100-200 clients). We immerse ourselves in the client's situation, which allows us to help clients navigate through the difficult and important financial decisions they need to make. Specialties: Closely-held Business Owners, Corporate Executives, Physicians, Affluent Families and Institutional Clients (non-profit organizations and charitable foundations).