A complete list of active advisors currently associated with Verona Advisers

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

Verona Advisers provides non-discretionary, non-custodial financial advisory services to individuals, families, retirees and small business owners, delivering portfolio allocation education, retirement planning (including Social Security analysis and long-term stability modeling), financial-wellness coaching, and mortgage- and tax-related education (tax preparation and related services are provided outside the RIA). Clients receive written deliverables such as one-time reports and periodic reviews tailored to their goals and risk profile. The firm follows a fee-for-service, flat-fee model and builds plans using fundamental and qualitative analysis, Modern Portfolio Theory concepts, long-term asset-allocation modeling, cash-flow projections, and behavioral coaching. Verona does not execute trades, exercise investment discretion, or custody client assets; implementation decisions remain with the client. What is noteworthy for an investment-manager category firm is Verona’s emphasis on client education and retirement/pension advisory work — including credit education using CPFC/BCCC/CSCC principles, debt-mitigation and mortgage-readiness education — and its focus on serving non–high-net-worth individuals rather than primarily managing AUM. The firm also separates its advisory services from outside tax-preparation and insurance activities conducted under separate licenses and does not charge percentage-of-assets fees.

To learn more about the advisors currently working at Verona Advisers, 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.