A complete list of active advisors currently associated with VERA-CPA, Inc.

Warmer can help you find a great advisor at VERA-CPA, Inc. or one who fits your needs even better.

VERA-CPA, Inc. is a fee-only CPA firm that provides financial planning and related accounting services to individuals, trusts, estates, charitable organizations, and business entities, including tax preparation, bookkeeping, and forensic accounting. The brochure describes both limited-scope (hourly) and comprehensive planning engagements and notes the firm does not sell commissioned products or act as custodian for client assets. The firm’s advisory work focuses on written financial plans and strategic asset allocation using a core-and-satellite approach, often recommending passive index funds and ETFs as core holdings and employing MoneyGuidePro and Morningstar for analysis and monitoring. Engagements are offered as hourly, fixed annual (retainer) or flat-fee agreements rather than percentage-of-assets arrangements, and the firm does not accept discretionary trading authority or performance-based fees. Compared with many firms in the investment-manager category, VERA-CPA is distinctive for operating as an accounting practice that integrates tax and forensic accounting with financial planning, offering educational seminars or workshops, and explicitly stating it currently has no clients or assets under management. The brochure also discloses a planned succession arrangement to acquire another advisory firm’s clients under a staged transition and compensation schedule, a structural element that may affect future client onboarding.

To learn more about the advisors currently working at VERA-CPA, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.