A complete list of active advisors currently associated with Veery Capital, LLC

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

Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm also works with third-party independent managers and provides plan-level services such as vendor analysis, investment policy design, performance reporting, and participant education. The firm’s investment approach is grounded in modern portfolio theory and typically emphasizes strategic asset allocation implemented primarily through ETFs and passive mutual funds, with portfolios managed for the long term and rebalanced or reallocated as needed. Veery Capital customizes portfolios to clients’ goals and risk tolerance, conducts ongoing monitoring and periodic reviews, and may use institutional platforms and unaffiliated managers to implement strategies. Noteworthy for a firm of its size, some advisory personnel also act as registered representatives of a broker-dealer and as licensed insurance professionals, which can result in commission-based compensation when they operate in those capacities; these affiliations and related conflicts are disclosed in the brochure. The firm offers educational seminars and a workplace financial-wellness program (WellCents) for plan participants, and maintains institutional relationships with custodians and platform providers that supply technology, research and operational services to the firm.

To learn more about the advisors currently working at Veery Capital, 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.

Name	Location	Years of experience
David Benfer	West Chester, PA	32
Michael Mac Neal	West Chester, PA	7
Matthew Macneal	West Chester, PA	27
Cortney Milner	West Chester, PA	18
Sarah Shaw	West Chester, PA	3
Kathleen Simolike	West Chester, PA	13
Robert Welch	West Chester, PA	26

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