We do that through on-going fee-only personalized financial planning, tax advising, and investment management. And as a fiduciary, your best interests are in everything we do. Verus is a team of skilled, compassionate financial planners and financial advisors helping individuals and families in need of honest and objective planning.
As part of your financial plan, we also provide tax and investment services. Add in expert tax advice and a sound investment strategy designed for long-term growth and stability. And do it all for one fee, with no commissions or quotas, to ensure you and your family's best interests in all we do. Verus Financial Partners is a fee-only financial advisory firm helping individuals and families in Richmond, VA and nationwide.
As part of your financial plan, we also provide tax and investment services. Add in expert tax advice and a sound investment strategy designed for long-term growth and stability. And do it all for one fee, with no commissions or quotas, to ensure you and your family's best interests in all we do. Verus Financial Partners is a fee-only financial advisory firm helping individuals and families in Richmond, VA and nationwide.
Services
The things that are important to you, the places your life has taken you, your life today - and the life you want to lead. We consider it all as part of our approach to creating your financial plan. You might be surprised that our initial questions aren't about what you earn or have in the bank, but rather, your life's story and goals.
Serving others is what drives us, and we do that through skilled financial planning. A strategic, personalized plan created with you and your family's best interests in mind is at the core of taking you to where you want to be. Together, let's build a relationship and a plan that will help you achieve what is truly important in your life.
We listen, we take the time to build a relationship, we research the best options for your needs, and we give you unbiased, substantiated opinions on the best direction for you and your family. Your needs change over time, so it's important to understand that financial planning is not a one-time event, but a long-term relationship.
If you think tax preparation is complicated, take heart that you're with the majority of Americans. At Verus, we not only understand and stay up-to-date on the convoluted tax code, but we work taxes into the picture as part of our approach to your finances. The tax implications of how you save and spend have a direct effect on your financial plan.
There is one guarantee in investing: there are no guarantees. Markets will shift. There will be highs, there will be lows, and there will always be talking heads on TV claiming to know what you should do with your money. Regardless of what happens, what you read, or what you hear, it is critical that you stay the course and remain invested through up and down markets.
Reviews (3)
Hartwell Rainey
May 11, 2021
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After being with them for years, I was very disappointed with Verus this year as true colors were shown brightly. After sharing in a discussion and email about the potential impact of politics and my significant concerns about inflation and the likely negative consequences of the direction the new administration started and pledged to take, I was cancelled by Verus, who gave me 30 days to get my funds out before they literally dumped me and withdrew from being a fiduciary for me and handling my funds. My only hesitation from giving them one star was the individual person handling my funds, who
Kevin Lindsay
Dec 19, 2020
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Bill Shepherd
Dec 23, 2016
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