Take An Active Role In Your Financial Future

Veritas Financial Service is an independent fee-based financial firm focusing on Investment Management, Taxes, and Financial Planning.  We are committed to you as fiduciaries, educators, and coaches. We are here to help you achieve your American Dream with an investment strategy that fits whether you are a new investor or you’ve long since retired. If you are committed to creating a life of freedom for you and your family – you’ve arrived at the right place.

You Are Different

What is your true purpose for money?  Can you state it clearly? We think this is an important starting point in your investment strategy. At Veritas our educational approach gives you the information you need to invest and live the life you love.

We Are Different By Design

No commissions and no broker-dealer arrangements mean we are fully transparent about our fees so more of your money gets invested. Because we begin with your true purpose for money in mind we are committed to coaching and supporting you to weather the storm of the markets to meet your goals.

Knowledge Is Power…be empowered!

Knowledge is power when it comes to investing. Take time to learn what you need to know about financial investing. We make learning easy but we also make it a priority. Every client must be part of the investment decision-making process. But not before you understand how your money will be working for you.