A complete list of active advisors currently associated with Veritas Investment Advisory Group LLC

Warmer can help you find a great advisor at Veritas Investment Advisory Group LLC or one who fits your needs even better.

Veritas Investment Advisory Group LLC serves individuals and families and also works with charitable organizations, corporations, and other business entities. The firm provides financial and retirement planning, discretionary portfolio and investment management, selection of third‑party money managers, and occasional educational seminars. The firm combines fundamental and technical analysis to build long‑term portfolios, may employ tactical elements such as short ETFs for hedging, and conducts periodic rebalancing with attention to tax implications. Accounts are typically managed on a discretionary basis, and the firm provides oversight of held‑away retirement plan accounts through an order management system while noting it does not have custody of those assets. Notably for a solo independent advisor, the brochure discloses relationships and services for non‑retail entities and collaboration with other investment advisers, and describes an arrangement to offset third‑party manager fees so total client charges do not exceed published schedules. The firm’s representatives are also licensed insurance agents operating a separate insurance entity; the brochure discloses potential conflicts from commissionable insurance sales and the firm’s practices to address them.

To learn more about the advisors currently working at Veritas Investment Advisory Group 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.