A complete list of active advisors currently associated with Veach Family Financial

Warmer can help you find a great advisor at Veach Family Financial or one who fits your needs even better.

Veach Family Financial serves individuals (including high-net-worth households), pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized investment management and related financial planning services such as retirement, education, cash flow, and estate planning. The firm operates on a fee-only basis and manages client assets on a discretionary basis through qualified custodians. The firm’s investment approach centers on strategic asset allocation with passively managed funds as core holdings and a globally diversified mix of no-load mutual funds and ETFs, with individual securities used occasionally or at client direction. Portfolios are governed by written advisory agreements, reviewed at least quarterly, and can be tailored to client risk tolerances or restrictions; limited-scope hourly planning is also offered. Distinctive for a supported firm, Veach Family Financial is affiliated by common ownership and shared office space with an accounting/tax firm, and a principal allocates a portion of time to that related tax business, which can enable closer coordination between tax and investment planning. The firm is a small, two-advisor team managing roughly $134 million for about 190 client households and uses institutional custody and trading services through Schwab.

To learn more about the advisors currently working at Veach Family Financial, 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.