VEACH FAMILY FINANCIAL

Overview

Veach Family Financial is an independent registered investment adviser organized as a corporation and SEC-registered in 2023. The firm is individually owned and works with both individual/family and institutional clients. Its billing model combines a percentage-of-assets-under-management schedule with hourly charges for advisory work. Advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses, and the firm lists pension consulting among its offered services. It does not identify as an active ESG investor, does not operate as a capital allocator, and is not structured as a multi-state adviser. The firm maintains an industry affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives