Who We Are
At Verus Financial Partners, we believe in putting our clients' best interests first. As a fee-only financial advisory firm, we strive to provide personalized financial planning, tax advising, and investment management services to individuals and families across Richmond, VA and nationwide. Our team of skilled and compassionate financial planners and advisors work together to help our clients achieve their financial goals and live their best lives.
Our Services
We offer a range of services designed to help our clients achieve their financial objectives. These services include:
- Financial Planning: We take the time to understand our clients' unique financial situations, goals, and values to develop personalized financial plans that align with their aspirations.
- Tax Advisory & Preparation: Our expertise in tax planning and preparation helps our clients minimize their tax liability and maximize their financial returns.
- Investment Management: We offer customized investment strategies designed to help our clients achieve their long-term financial goals and navigate the complexities of the investment market.
- Financial Advising: Our experienced advisors work closely with our clients to provide guidance on financial matters, including budgeting, savings, and debt management.
- Fee Structure: We operate on a fee-only structure, which means that our clients only pay a percentage of their assets under management. This transparent and conflict-free approach ensures that our clients' best interests are always at the forefront.
Our Approach
At Verus Financial Partners, we believe that understanding our clients' values, goals, and aspirations is just as important as crunching numbers and analyzing data. That's why we take the time to get to know our clients as individuals, learning about their life stories, passions, and values. This holistic approach enables us to develop financial plans that align with our clients' unique circumstances and aspirations.
What Sets Us Apart
We pride ourselves on our team-oriented approach, inclusive planning, and transparent pricing. We don't sell products or earn commissions on investment purchases, and our conflict-free fee structure ensures that our clients' best interests are always the top priority. We believe that financial planning should be a collaborative process, and our experienced team is dedicated to helping our clients achieve their financial goals.
Get Started
If you're ready to take control of your finances and achieve your goals, we invite you to learn more about our services and how we can help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
Overall Experience
The reviewers have had mixed experiences with Verus, with some praising the company's professionalism and trustworthiness, while others have had negative encounters.
Trust and Professionalism
Some reviewers, such as Kevin Lindsay and Bill Shepherd, have expressed their trust in Verus, citing the company's great advice and people. They have praised the company's professionalism and ability to act in the best interest of their clients.
Cancellation and Political Views
On the other hand, Hartwell Rainey had a negative experience with Verus, claiming that the company cancelled their services due to differing political views. Rainey felt that their concerns about inflation and the new administration's policies were dismissed, and that the company prioritized their own political beliefs over their client's needs.
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