A complete list of active advisors currently associated with Veritas Financial Services, LLC

Warmer can help you find a great advisor at Veritas Financial Services, LLC or one who fits your needs even better.

Veritas Financial Services primarily provides advisory services to pooled vehicles and institutional clients while supporting individual investors through modular financial planning and referrals to third‑party money managers. The firm acts as a co‑adviser with outside managers and supplements its advisory work with educational materials such as newsletters and occasional seminars. The firm’s investment approach emphasizes passive management grounded in Modern Portfolio Theory and the Efficient Markets Hypothesis, implemented through diversified allocations in no‑load mutual funds and ETFs. Veritas does not provide discretionary trading for client assets itself; instead it recommends, selects, and monitors third‑party money managers and periodically reviews other advisers to expand client options. What is distinctive for Veritas relative to many peers is its regular publication of newsletters and hosting of educational seminars at no charge, and the availability of hourly financial consultations in addition to project‑based planning. The firm also operates a co‑advisory referral model in which the third‑party manager passes advisory compensation through to Veritas, a notable feature of how it is compensated and manages client relationships.

To learn more about the advisors currently working at Veritas Financial Services, LLC, 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.