Veritas Financial Services, LLC
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About
Veritas Financial Services serves individual and institutional clients with personalized financial planning, consulting, and advisory services. The firm does not directly manage client assets; instead it recommends and places assets with a third‑party money manager (Matson Money) and serves as a co‑advisor and ongoing point of contact for those accounts.
The firm’s investment approach emphasizes passive management grounded in Modern Portfolio Theory and the Efficient Markets Hypothesis, favoring diversified allocations across many asset classes and periodic rebalancing rather than market timing. Recommendations typically use no‑load mutual funds and ETFs, and Veritas reviews client accounts at least annually while monitoring the third‑party manager’s performance and suitability for each client.
Noteworthy distinctions include the firm’s regular educational outreach: free newsletters and periodic seminars or workshops for clients and the public, services the brochure highlights as part of its offering. Veritas also discloses that it receives the advisory fees from the recommended third‑party manager (Matson passes 100% of its program fees to the firm), and that it had approximately $77.7 million placed with third‑party managers as of December 31, 2025, while maintaining no direct custody or discretionary portfolio management.
Client services
Expertise
Fee options
Typically ranges from $500 to $1,500 for financial planning services
$0 - $500,000: 1.00% $500,000 - $1,000,000: 1.00% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
$50 to $200 per hour, based on project complexity and representative seniority
Main office
See office506 E. Mill Street, Suite 101
Plymouth WI 53073
Advisors at this office
1
Offices (2)
Most active in
Arizona · Florida · Illinois · Minnesota · Virginia · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Asneth O
Series 65
Brooklyn Park, MN
Veritas Financial Services, LLC
Asneth Omare is a financial advisor at Veritas Financial Services, LLC with a Series 65 credential and three years of industry experience. She has worked at Veritas Financial Services since 2021 and previously held roles at the State of Minnesota and Rainbow Health Minnesota. Outside of her advisory work, Omare is the principal consultant for Omare Consulting, a nonprofit consulting firm that assists organizations with program development and grant writing. Veritas Financial Services provides personalized financial planning and advisory services to individual and institutional clients, recommending third-party money managers rather than directly managing assets. The firm employs a passive investment approach based on Modern Portfolio Theory and offers educational outreach through newsletters and seminars.
Margaret W
Series 63, Series 65
Plymouth, WI
Veritas Financial Services, LLC
Margaret Wittkopp is a financial advisor at Veritas Financial Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Veritas Financial Services since 2004. Outside of her advisory role, she owns and manages the firm’s office building through her involvement with Hartland Investment Properties LLC. Veritas Financial Services provides financial planning, consulting, and advisory services to individual and institutional clients. The firm recommends third-party money managers, emphasizing passive management grounded in Modern Portfolio Theory and the Efficient Markets Hypothesis, and conducts regular client account reviews while monitoring third-party manager performance.
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