Verus is Latin for truthful, genuine, actual, real – the foundational elements of our client relationships. You should never have to question if your financial advisor is being fair, open, and flexible with you about their advice. That is why we offer transparency in all of our financial recommendations. We choose to work with good people seeking the best financial guidance, and we provide our clients innovative saving and investment solutions through collaborative planning and candid discussion.


To be the trusted advisors for our clients, their families, and their organizations on all financial matters. Whenever there is a financial issue to address, The Verus Team strives to be the partner our clients want on their team.


To offer flexible, creative, and thoughtful solutions for our clients, to help achieve their financial goals in a way that is professional, transparent, and fair. Through assessment, collaboration, planning and adapting, The Verus Team offers customized delivery based on how the client wants to engage. Our services are as comprehensive or specific as desired and we are committed to always place the clients’ best interest first. As a client of The Verus Team, your financial success and well-being every day and over time, is our ultimate benchmark.




  • “Client First” Focused
  • Honest and Transparent
  • Accessible
  • Straight Forward Communication
  • Accountable
  • Responsible
  • Thoughtful
  • Pragmatic
  • Flexible in Services and Offerings
  • Cooperative and Collaborative
  • Adaptable