We believe in the American economy! It is our aim to elevate the impact entrepreneurs make in our world through strategic Tax and Cash flow Planning.

Velo Advisers is a specialty consulting firm with a focus on businesses in the Lower Middle Market. We believe that entrepreneurs push our economy forward, and our mission is to protect them while they do.

Our service ecosystem functions as a supportive hub for our clients so they can achieve their goals, build an underlying valuation for their business, and compound their industry influence.

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Our Team

Who We Are

We work together to serve and innovate within the industries we touch. We collaborate with our clients to make sound, risk-adjusted decisions and challenge the status quo, while providing the highest quality of customer service possible.

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Who We Work With