Veritas Financial Consulting LLC

Veritas Financial Consulting LLC serves individual and high‑net‑worth clients with tailored investment management and a range of financial planning services, including project‑based and ongoing planning; the firm’s principal also offers tax return preparation in his individual capacity. The two‑adviser firm reports about $86.24 million in assets under management and works with roughly 68 clients.

The firm constructs portfolios using a mix of passive and active ETFs and mutual funds informed by modern portfolio theory and a combination of fundamental, technical, and cyclical analysis, and it manages accounts on both discretionary and non‑discretionary bases. Investment selection emphasizes holdings, liquidity, tax efficiency, and internal fund expenses, and the firm may block trades across client accounts for execution efficiency.

Distinctive elements noted in the brochure include the firm’s use of borrowing in separately managed accounts as part of its investment program — a practice that is relatively uncommon among its peers — and the fact that the principal provides tax preparation separately while the firm prohibits advisors from being appointed by insurance carriers to avoid commission sales. The firm also participates in an institutional custodian program that provides research and operational benefits, a relationship the brochure discloses and says is managed as a potential conflict of interest.