Hayden Ludwig, CFP®
Fee-Only Fiduciary
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Serving Clients Nationwide
Fee-Only Fiduciary
Areas of Focus
- Business Owners
- Estate Planning
- Financial Planning
- High Net Worth
- Opportunity Zone Funds
- Real Estate Investing
- Risk Management
- Wealth Management
About Hayden Ludwig, CFP®
Hi, I'm Hayden Ludwig. I'm a Financial Advisor at Valeo Financial Advisors, a fee-only, independent financial planning and investment advisory firm.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 joined the team at Valeo Financial, an Indianapolis-based firm.
I hold the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and I'm a NAPFA Associate with the National Association of Personal Financial Advisors. I focus my practice on helping individuals and couples with complex issues, especially those often faced by business owners, corporate executives, physicians, and high net worth to ultra-high net worth families.
I now reside in Ottawa, Ohio, where I work with clients on their entire financial picture — including investments, taxes, retirement, insurance, and estate planning. I service clients in northwest Ohio, northeast Indiana, and nationally.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- Fee Only Network
Primary Location
Ottawa, Ohio
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
Click the 'Contact Me' button to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Valeo Financial Advisors
Valeo Financial Advisors is an independent, fee-only financial advisory firm offering objective, comprehensive guidance on investments, estate planning, retirement, risk management, education funding, and cash flow and income taxes.Who We Serve
We work with individuals and their families on a comprehensive, independent basis, offering advice related to a client's business, cash flow, charitable giving, education funding, estate planning, insurance, investments, retirement, and taxes. We also provide institutional advisory services to trusts, estates, charitable organizations, corporations, and other business entities. We limit the number of clients each advisor works with so we can provide comprehensive advisory service at all times, rather than investment advice with planning from time to time.
Our Services
Investments are an important part of what we do for our clients, but financial advice is far more than just investments. We focus on a client's entire financial picture, including insurance, taxes, cash flow, educational funding, retirement, and estate planning, so that all aspects of a client's financial life are working well together.
Transparent Pricing
At Valeo, there is one transparent fee based on a client's net worth. By focusing on net worth rather than only investments, we aim to eliminate many of the conflicts of interest that traditional advisors can face when charging solely on assets, and we deliver financial planning and investment advice under one simple fee that covers all we do for our clients.
Investment advisory services are offered through Valeo Financial Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.
Education
The Ohio State University, Bachelor of Science, Education and Human Ecology
Hobbies and Interests
- Basketball
- Exercising
- Family
- Football
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth
- Physicians
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