Velev Advisors

Personalized Financial Planning & Management

Velev Advisors offers high-quality professional and personalized financial planning, investment management, and tax advisory services to individuals, small businesses, fiduciaries, and non-profits. The firm's goal is to establish and maintain long-term mutually beneficial relationships with its clients. By providing quality service, Velev Advisors believes that its success is built upon the success of its clients. The firm's staff is knowledgeable, experienced, and efficient, making rates affordable and competitive.