Our Approach


Financial Services Veracity Financial Services provides customized financial risk management and retirement strategies for individuals and our businesses. We help our clients understand their wealth, and how to preserve, grow it, and plan for the future. Our clients appreciate our truthful and researched-backed approach. They refer friends to the practice because we take time to educate so every client is able to make confident financial decisions to achieve their goals.

We are independently owned and operated by our founding partners, which allows us the flexibility to provide for our clients. We work with our clients’ attorneys, CPAs or other professionals to contribute to a holistic and comprehensive financial picture.  As needed, we can recommend advisers in various capacities who meet our standards for excellence.

Our Guiding Principles

Clients First: The needs of our clients are foremost in all of our decisions.
Higher Standards: Provide the strategies for our clients with outstanding service. 
Independence: Independent thinking in services and ownership helps to ensure the guidance for clients.
Commitment: This is vital for proper management and counsel of the plan.
Comprehensive Thinking: Offer holistic wealth management guidance that integrates our clients' tax, estate planning, and philanthropic initiatives.
Continuous Knowledge: Leverage our experience with the latest research and technology, and pass that knowledge to our clients so they can make confident financial decisions.
Commitment to Education: We constantly strive to improve ourselves and are committed to sharing our knowledge so our clients are empowered to make confident decisions about their financial future. 






Veracity Financial Services is a division of Capital Markets IQ, LLC, a SEC registered investment advisor. 

© 2016 Veracity Financial Services, Inc

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Veracity Financial Services, Inc., to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered personalized investment advice for compensation.