The Veros Difference

Our Client Focus – Our services, energy and dedication are focused on the best interests of our clients. We strictly adhere to and hold that principle above all else. We are completely independent and fee-only. This structure allows us to eliminate any potential conflicts of interest between our services and the best interests of our clients.

Our Team Approach – Our integrated team approach allows us to provide our clients with a high level of service in a coordinated, comprehensive manner. It is easy for us to communicate between the other members of our firm to ensure we have a full understanding of our client’s situation. Often effective communication between our client’s team of advisors never occurs and, as a result, planning mistakes are made or opportunities are missed.

Our Life Commitment – As stated in our Mission Statement, our goal is to be a trusted partner to each of our clients for life. Each partner has dedicated himself to the firm and to building a firm that will be able to serve clients not just today, but for many generations to come. Being a part of our own firm is the realization of our dreams and our ultimate career goals. Our work goals and objectives are clear; we are not working to get promoted or to go work for another firm.

Our Passion – We have a genuine passion and love for what we do and how we do it. We are passionate about our firm’s mission and vision. We are passionate about serving our clients’ best interests while continuously improving and growing our firm. We are the firm that will go the extra distance for our clients to ensure their needs are met.

Our People – We know that we cannot provide a high level of service to our clients if we do not have a high quality team to continually deliver that service. Our firm places a great emphasis on hiring excellent people and becoming a career destination for those people. For further proof of the significance we place on the quality of our people, see our Vision Statement.

Our Services – We have carefully developed our services so that they can best help our clients achieve success. The depth of the services we offer differentiates us from many other financial service firms. If we are not highly skilled at providing a particular service, then we will refer our clients to other qualified professionals that have values and principles similar to our own. We do not attempt to be a firm that can be “everything to everybody.”

Our Fees – We are a fee-only firm. The only fees we receive are what our clients pay directly to us for the advice or service delivered. In addition, our efficient business processes and low overhead allow us to deliver greater value to our clients while charging less than many of our competitors.

Our Expertise – All of our people who have more than three years of work experience are CPAs. In addition, one of our partners is a Certified Financial Planner™ practitioner and a Certified Senior Advisor, another is a Certified Valuation Analyst, and two of our team members are Certified QuickBooks Advisors. 

Our Experience – Each of the partners in our firm have over seven years of experience in delivering advice and services in the financial services industry.

Our Network – We understand that there will be times when our clients will need a service that we do not provide. In those cases, we strive to provide our clients with recommendations for appropriate service providers with whom we have a relationship and whose business practices we understand well. Because of this, our clients can have a high level of comfort that their best interests will be properly served.

Our Guarantee – Most professional firms follow the philosophy of “caveat emptor” – client (buyer) beware. We back all of our services with our personal guarantee. If a client is ever dissatisfied with the service we provide, we will refund the amount of their latest invoice/fee schedule.