Mission Statement:
To partner with you and your family to help you discover and reach your vision of financial success by delivering exceptional advice, service, and planning.
“ ‘Verus’ means Truth in Latin, Earnest in Icelandic, and faithful in Slavik. These are the pillars we build every client relationship on.”
-Steve Bull, Managing Partner
Our Services
We offer various of financial planning services. From asset management to retirement planning, our firm specializes in planning today for your financial independence tomorrow.
What Is a Fiduciary Standard?
This is a fancy word meaning that we are legally bound to provide to recommendations and advice which are in your best interests. Sounds like common sense to us but you may be surprised to learn that some financial advisors are not held to this standard of conduct.
Real Professionals
While there is no shortage of financial advice in today’s world, both good and bad, we believe our experience, accolades, and diverse backgrounds is what puts us a level above.