A complete list of active advisors currently associated with Veraz Advisors

Warmer can help you find a great advisor at Veraz Advisors or one who fits your needs even better.

Veraz Advisors manages roughly $110 million for about 150 individual and high‑net‑worth clients with a three‑advisor support team. The firm offers discretionary portfolio management, financial planning and consulting, and refers clients to third‑party money managers and sub‑advisors for certain mandates. Investment strategies are customized to client goals and commonly use equities, ETFs and fixed‑income securities while applying Modern Portfolio Theory, fundamental, technical and cyclical analysis; Veraz may also maintain defensive cash positions when judged appropriate. The firm conducts ongoing account reviews and, when applicable, delegates management to sub‑advisors or third‑party managers while acting as the primary liaison for clients. Notably, Veraz is affiliated with both an accounting firm and an insurance agency owned by the same principals, an arrangement the brochure identifies as a potential conflict when tax, estate or insurance products are recommended. The firm also provides educational seminars and workshops for clients and prospects—an offering that is relatively uncommon among peers—while disclosing referral and solicitor arrangements for certain third‑party managers.

To learn more about the advisors currently working at Veraz Advisors, 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.