A complete list of active advisors currently associated with Veritas FINPRO Advisor

Warmer can help you find a great advisor at Veritas FINPRO Advisor or one who fits your needs even better.

Veritas Finpro Advisor LLC provides investment management and comprehensive financial planning to individuals, including high-net-worth clients, and offers retirement-plan consulting and broader retirement-planning services. The firm implements portfolios for individual clients and may recommend model portfolios or outside managers to execute client strategies. VFA operates as a fee-only adviser and typically manages discretionary accounts using asset-allocation principles, a mix of passive and active strategies, and methods informed by modern portfolio theory. For its planning engagements the firm uses fixed initial and recurring planning fees alongside AUM-based advisory fees for investment management. Distinctive aspects include an affiliation with an accounting and tax-preparation firm that routinely cross-refers clients and may be contracted to provide tax services under separate compensation, with the firm’s principal devoting a majority of professional time to that affiliated practice. Management also includes a licensed insurance agent who does not sell insurance products through the firm; at the time of its initial Form ADV filing the firm reported no assets under management and it does not act as a private fund adviser.

To learn more about the advisors currently working at Veritas FINPRO Advisor, 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
Jay Patadia	Somerville, NJ	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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