Asset ManagerRIA · CRD 336247SEC-Registered

Updated:

ALLVET FINANCIAL

Helping veterinarians take control of their finances and build a life they love. | Founded by Meredith Jones, DVM, CSLP®, AFC®, Allvet Financial is a financial...

ALLVET FINANCIAL logo

ALLVET FINANCIAL

Helping veterinarians take control of their finances and build a life they love. | Founded by Meredith Jones, DVM, CSLP®, AFC®, Allvet Financial is a financial planning firm that works exclusively with veterinarians and their families. Whether you’re navigating student loans, thinking about a career shift, or planning for the future, we offer personalized advice grounded in real-world veterinary experience - and a genuine understanding of what it’s like to be in your shoes.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at ALLVET FINANCIAL?

No named principals or investment committee members have been publicly identified. The firm's leadership structure is not disclosed in available records.

How does ALLVET FINANCIAL source deal flow?

No information on deal sourcing has been published by the firm or reported in external sources. The entity's investment process is unknown.

What investment stages does ALLVET FINANCIAL typically target?

Stage preferences are not disclosed. Available records mention no venture, growth, buyout, or credit mandates.

Which sectors does ALLVET FINANCIAL explicitly avoid?

No sector exclusions have been stated publicly. The firm's sector focus, if any, is not verifiable.

Is ALLVET FINANCIAL structured as a single family office or a multi-family office?

The firm is categorized as an asset manager in public databases, but its classification as a family office or other structure has not been confirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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