A trusted partner to stand side-by-side on your life’s journey.
“Fiduciary duty” is not a term we take lightly. It’s the highest standard of care an advisor can provide. To us, this trusted fiduciary relationship is at the core of all we do.
We listen, we take the time to build a relationship, we research the best options for your needs, and we give you unbiased, substantiated opinions on the best direction for you and your family.
Your needs change over time, so it’s important to understand that financial planning is not a one-time event, but a long-term relationship. You have goals and needs, and Verus can help you achieve them by gaining an understanding of your personal values and hopes for the future. Our success comes when we make a positive impact on your life.
We’re here to help you navigate life’s opportunities and challenges.
Medical needs. Saving for education. Estate planning. Investing. Planning for retirement. Difficult family issues. The loss of a loved one.
We stand alongside our clients as a trusted partner through the highs and lows of life. As you or your family’s situation changes, we can make adjustments to your financial, tax, and investment plans. Whether it’s a small question or big decision, we’re there to guide you. Sometimes, our advice is what you want to hear. Other times, you might prefer we told you differently. But rest assured, our guidance is meant to keep your financial objectives on track to reach your goals.
Things change and nothing is guaranteed, but Verus can be your constant.
Financial planners who also understand the tax code's complexities.