We’re in the business of helping people.
We do that through on-going fee-only personalized financial planning, tax advising, and investment management. And as a fiduciary, your best interests are in everything we do.
Good people serving other good people.
Verus is a team of skilled, compassionate financial planners and financial advisors helping individuals and families in need of honest and objective planning. As part of your financial plan, we also provide tax and investment services.
Learn more about what we do.
An honest approach to your life goals.
Form a relationship, build a plan.
Add in expert tax advice and a sound investment strategy designed for long-term growth and stability.
And do it all for one fee, with no commissions or quotas, to ensure you and your family’s best interests in all we do.
Learn more about our financial planners and what we believe.
We should meet.
We’d love to learn more about you. You can also simply give us a call at 1.804.592.3465, or email us at hello@verusfp.com.
Verus Financial Partners is a fee-only financial advisory firm helping individuals and families in Richmond, VA and nationwide.
We specialize in:
- Financial planning and wealth management
- Tax planning and preparation
- Investment management
- Retirement planning
- Estate planning with your attorney
- College and other education planning
- Social security planning
We help:
- Make decisions around retirement, including timing and income replacement
- Develop an investment strategy tied to your financial goals and objectives
- Evaluate insurance (life, disability, long-term care)
- Recommend tax strategies, such as tax-efficient charitable gifting, Roth conversion planning and identifying when it may be beneficial to accelerate or defer income
- Evaluate stock options and restricted stock
- Review employee benefits
- Evaluate home purchases
