Andrew Veach is a Series 65-licensed financial advisor with seven years of industry experience. He is currently affiliated with Veach Family Financial and has prior experience at Independent Financial Advisors, Inc. and Applied Capital LLC. Veach Family Financial provides personalized investment management and financial planning services to individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with passive funds as core holdings, offers discretionary asset management, and maintains coordination with an affiliated accounting and tax firm.

Clifford Veach Jr. is a financial advisor at Veach Family Financial with 30 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to his current firm, he worked at Applied Capital LLC and has owned Independent Tax Services, Inc., a CPA firm providing tax planning and preparation for individuals and small businesses. Veach Family Financial serves individuals, including high-net-worth households, trusts, small businesses, and nonprofit organizations with personalized investment management and financial planning services. The firm employs a fee-only, discretionary management approach focused on strategic asset allocation and globally diversified, passively managed funds.