Sarah Arthur is a Certified Financial Planner (CFP®) who advises clients on their full financial picture, helping them integrate decisions across their personal, family, and business lives. As a Certified Exit Planning Advisor (CEPA®), she partners with business owners to strengthen the transferable value of their companies and align that value with long‑term aspirations.
A Carmel native and graduate of Purdue, Sarah began her career in Chicago in retail real estate development, a path that brought her to Los Angeles. After beginning personal financial planning coursework at UCLA, she shifted into wealth advising and ultimately returned to Indiana to join Valeo. She and her family – wife Maureen, son Thomas, and daughter Maeve – reside in Zionsville.
Sarah enjoys playing sports, attending events, and exploring new places. She loves business, especially the ability to forge meaningful relationships in the pursuit of progress.
Valeo Financial Advisors provides comprehensive financial planning, supporting clients across every dimension of their financial lives—from net‑worth monitoring and cash flow, to tax strategies, investment management, and estate and insurance planning. The firm’s goal is to deliver peace of mind to clients by ensuring these elements work together seamlessly.
Valeo operates on a transparent fee structure and prioritizes deep relationships; advisors serve only 40–50 households to maintain the capacity required for exceptional, proactive service. The firm values collaboration and provides financial advice – not financial products – while actively developing the next generation of professionals to support ongoing client care.
As a comprehensive financial advisory firm, Valeo supports clients across a wide spectrum of needs:
We believe in the power of authentic connections, and we’re here to guide you on your journey, every step of the way.
Get to know the faces behind the Impact Indy experience: