Retirement planning with a team
that truly cares.
Our team of financial planners aspires to both understand and support your retirement goals. Utilizing our collective skill sets and experiences, we prepare tailored financial plans that incorporate tax advisory, investment management, and thoughtful financial strategy.
Our Approach
Retirement planning can feel difficult and complex.
At Verus, we believe that retirement planning is about more than just organizing your finances and account balances. It’s about understanding your goals. That’s why we take time to get to know you. Then our team supports your goals by incorporating their expertise to optimize various aspects of your financial portfolio. We provide clear, fee-only pricing so there is no cost-confusion, or hidden fees.
How to create a financial plan?
Our team works together to create a wealth management plan that aligns with your goals for retirement and beyond.
Financial
Planning
Your life is dynamic and the management of your finances should be too. We focus on understanding your goals and explaining your options so you can make the best choices for you and your family.
Investment management
Our investment strategy focuses on creating a diversified asset portfolio that prioritizes long-term stability and aligns with your personal retirement goals.
Tax Advisory & Preparation
Where there is money, there are taxes. That’s the simple reason we offer clients tax strategy, planning, and preparation to ensure that all decisions you make as part of your financial plan carefully consider the tax effects.
Your Team
Verus, from Latin, means true, genuine, and just.
Verus (pronounced VER-US) is a team of skilled and compassionate financial advisers helping individuals and families in need of transparent and diligent retirement planning. We prioritize clarity and value relationships. Beyond providing top-tier financial services, we strive to incorporate a key attribute often overlooked by most wealth management institutions – care.
Our Clients
Partners – it’s in our name and something we value deeply.
Our goal is to create lasting partnerships built on trust and respect. That is why before committing to our wealth management services, we take time to get to know you – at no cost. During this meeting, we learn about your life’s journey and what you hope to see around the next bend. We also share our approach to retirement planning and asset management. Then, if we both agree it’s a good fit, our partnership begins.
Are you nearing retirement or newly retired?
If you’re considering wrapping up your career within the next ten years, now is the time to talk with one of our financial advisers.
Do you need help organizing and optimizing your existing investments to ensure they are supporting your retirement goals?
Perhaps you’ve been diligent with your investments and saving for the future, but you need help balancing, organizing, and optimizing your assets so both you and your family have a clear picture of your financial future. We’re here to help.
Do you have a minimum of $1,000,000 of investable assets?
As a general rule, our services are best suited for individuals and families with a minimum investable assets of $1,000,000.
News & Resources
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Stay the Course
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Volatility, the Economy, and the Markets
The first two and a half months of 2025 have been a whirlwind for the financial markets, with sig…
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2024 Annual Market Review
2024 Annual Market Review After a 26% total return from the S&P 500® Index in 2023, few predi…
A clear path for retirement and beyond.
Each of us at Verus Financial Partners is here for you and your family. Realize your retirement goals with strategic, well-organized financial plans.