A complete list of active advisors currently associated with Verus Wealth Management

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

Verus Wealth Management, LLC provides fee-only wealth management and financial planning to individuals, high-net-worth individuals, trusts and estates, donor-advised funds, and small businesses. The firm offers discretionary investment management across stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents, and delivers both ongoing and project-based financial planning engagements. The adviser frames portfolios using modern portfolio theory and an asset-allocation approach, often emphasizing passive index funds and ETFs while retaining the option to engage third-party Outside Managers; clients grant limited discretionary authority for trade execution. Wealth management clients receive a written financial plan at no additional fee, and accounts are reviewed quarterly with trade execution and custody handled through third-party custodians. Notably, the firm uses borrowing in separately managed accounts — a relatively uncommon practice among independent advisers — and maintains custody relationships with Charles Schwab, Interactive Brokers, and Altruist, platforms that can support margin or lending where appropriate. The firm is led by a CPA-licensed founder, does not aggregate or block trades for multiple clients, and offers planning as both ongoing fixed-fee engagements and standalone project-based engagements.

To learn more about the advisors currently working at Verus Wealth Management, 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
Mark Albers	De Pere, WI	13

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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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