Verium Planning and Asset Management is a financial planning and advisory firm dedicated to the following values:
Fee only Fiduciary-Verium acts as a Fiduciary so by law we must put your needs and well being first. We work only for you, sell no products and collect no commissions.
Comprehensive Planning-Verium believes that in order to meet your goals and dreams you need a true financial plan. That plan is based on your unique situation and built with the best planning tools and knowledge. This shows you where you are and what options you have to get to your goals. We create the map to to help you reach your destination. Click here to see how much difference a real plan can make.
Evidence Based Investing-We help clients reach their goals by creating investment portfolios that align with only what objective evidence shows has the best odds of working over time. Market timing, complex strategies and over-promising rarely work.
Keeping You On Your Plan-When it comes to planning and investing we as humans can often be our own worst enemy. Verium believes we serve our clients best when we help them understand their own behaviors and how to not let those behaviors harm their chances of succeeding.
Education-One of the best ways to help clients stay on track is to make sure they have the best information and education. An informed client is far more likely to stick to their plan and feel good about it.
Learn more about Verium how can work for you. Click on the Services Tab or any of the links to the right on this page.