We provide efficient financial resources, freeing you to focus on your life.
It’s time you had a financial advisor who puts your needs first, who provides step-by-step guidance to accomplish your financial goals, and who has an affordable and transparent fee structure.
At Veracity Financial Services we provide personalized financial advice to clients with complex financial needs who are looking to retire comfortably. As an independent advisor we are not tied exclusively to companies, funds, or investment products. This enables us to choose from a wide range of investment options in order to tailor advice based on what’s best for you. As fiduciaries, we maintain the highest standard of care – and are required to act in the best interests of our clients at all times.
Our mutual success is derived from developing a deep, personal relationship with our clients. This multi-generational outlook fosters understanding, loyalty, transparency, and accountability.
Education, Experience, Expectations – It’s what make us different
Our clients are confident in their future with us because great care and time is spent discussing the available options of their financial strategy. Through co-planning clients are empowered with understanding so they can make confident decisions backed by the support of a nation-wide team of specialists.
Our network spans coast to coast and provides you with comprehensive services, such as estate planning, the sale of a business, complicated tax situations, trusts, and intergenerational wealth transfer. In addition, as independent advisors we use custodians (such as Charles Schwab, SEI, RBC, and___) to safeguard assets. Similarly, we work in conjunction with your CPA, legal, and other team members to craft a holistic, personal, and comprehensive strategy.
Transparency and honesty are our guideposts. To provide tailored advice that works holistically with your established financial team we must first build a strong understanding of your situation. This often takes regular, ongoing interactions. Because we will be transparent, we hope you will be transparent with us. We understand our approach is different, and our strategies aren’t for everyone.
Our honest, clear, and team-based philosophy may seem like a paradigm shift. Think of us as an auto mechanic rather than the auto salesperson. The salesperson will try to sell you a new car when they find a problem, whereas we work with you to diagnose, repair, and prepare a roadmap to your goals.
Why Invest With Veracity:
Planning and Advice
We co-plan with our clients. By collaborating with our team, you are part of the process and able to better understand the recommendations designed to help you grow and protect your wealth.