VERITAS FINANCIAL SERVICES, LLC

Overview

Veritas Financial Services, LLC operates as a limited liability company focused on advisory work delivered primarily through non‑discretionary engagement. The firm acts as a capital allocator and emphasizes financial planning, the selection of third‑party advisers, and client education — including publication of periodicals or newsletters and running seminars or workshops. Fee arrangements include a percentage of assets under management, hourly fees and other fee structures, reflecting a mix of ongoing advisory relationships and project or consulting engagements. Veritas does not identify as an active ESG investor, and it is not classified as a pension consultant or a related adviser. The firm’s model centers on recommending and implementing investment solutions through mutual funds and annuity products, while delegating specialized asset management via outside managers when appropriate.

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Investments & Alternatives

Location & Offices