A complete list of active advisors currently associated with Verus Financial Group

Warmer can help you find a great advisor at Verus Financial Group or one who fits your needs even better.

Verus Financial Group provides investment advisory and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm offers discretionary portfolio management, financial and estate planning, pension consulting, access to private alternative and private equity investments for qualified investors, and an automated robo‑advisory option through an institutional Schwab platform. The firm implements client‑specific Investment Policy Statements and generally manages accounts on a discretionary basis, using modern portfolio theory alongside qualitative analysis for digital assets. Verus may use sub‑advisors and third‑party managers, and its strategies can include long‑ and short‑term trading, options and margin transactions, and allocations to private funds and tokenized/digital assets. Compared with many peers, Verus is notable for offering pension consulting services and the potential to serve as a co‑fiduciary through AIF designees, maintaining referral and promoter relationships with other advisers and lending platforms, and permitting borrowing and the use of derivatives in managed accounts. The firm also conducts educational seminars and workshops and discloses a past regulatory settlement (a FINRA Letter of Acceptance, Waiver, and Consent concerning outside business activity and retention of non‑public information).

To learn more about the advisors currently working at Verus Financial Group, 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.