Jake Fram is Verus’ hybrid senior financial planner and tax manager who, after a career working in-house at large accounting firms, brings his expertise to families and individuals in need of wealth and tax strategies. “I’ve always enjoyed working with families and learning what motivates them, what their concerns are, what their interests are, and helping them achieve their goals,” he says. “It’s the part of the job I always liked as a tax preparer.”

A Richmond native, Jake earned his undergraduate degree from Elon University and a master’s degree in accounting from Villanova University. When his wife, Brittany, decided to go graduate to school at Virginia Commonwealth University, he returned to Richmond, after serving as a tax manager at a local accounting firm.  Eventually, he found Verus where his combined designations as a certified public accountant (CPA) and CERTIFIED FINANCIAL PLANNER® synthesized with the firm’s philosophies. “I’ve always envisioned myself as a financial planner,” says Jake.

During his time at PricewaterhouseCoopers and Richmond-based Keiter CPA, Jake worked with high-net worth clients and their families. Marrying his finance and tax knowledge, Jake developed a niche helping families build investment strategies while also maximizing their tax efficiencies.

At Verus, he offers clients what he calls “a focused picture” of their current and future finances, considering the tax implications of every move. It’s a year-round effort, intensifying during tax season.  He notes that long-term investments can’t consistently outperform the market, so clients’ best financial guidance should include sound investment inputs and a solid tax strategy.

Jake and Brittany have a young daughter and a baby on the way!  When they do have free time, they love spending time outdoors: at the beach, on a hike with their yellow lab, or in the garden. They also share a passion for all types of cuisine, which they convey to their daughter.

His certifications and memberships include:

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)
  • Member, American Institute of CPAs
  • Member, Virginia Society of Certified Public Accountants
  • Treasurer, Trust Administrators Council and Next Estate Planning Group
  • Verus Investment Policy Committee