Advisors at this firm
Andrew V
Series 65
North Little Rock, AR
Veach Family Financial
Andrew Veach is a financial advisor at Veach Family Financial in North Little Rock, AR, holding a Series 65 designation with seven years of industry experience. He has worked at Independent Financial Advisors, Inc. since 2022 and Applied Capital LLC since 2018. Prior to his advisory roles, he was employed at Spirotherm from 2012 to 2018. Veach Family Financial provides personalized, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $130 million for around 180 client households, employing a strategic asset allocation approach centered on passively managed mutual funds and ETFs, with global diversification and occasional use of individual securities or limited option strategies.
Clifford V
PFS™, Series 63
North Little Rock, AR
Veach Family Financial
Clifford Veach is a financial advisor at Veach Family Financial with 29 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Applied Capital LLC and Craft Veach & Co CPAs. Veach owns Independent Tax Services, Inc., a CPA firm offering tax planning and preparation for individuals and small businesses. Veach Family Financial provides personalized, fee-only investment management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using passively managed mutual funds and ETFs, with global diversification and occasional use of individual securities, managing approximately $130 million for around 180 client households.