Planning for the Future
Wealth Management for Today
Welcome to Veripax Financial Management, LLC.
Thank you for visiting our website. Veripax Financial Management, LLC is an independent, fee-only financial planning and investment management firm that is committed to providing objective, professional advice and management services with the highest integrity and at a reasonable cost. As a comprehensive financial planner, we feel it is important to establish long-term relationships with clients to effectively manage risk and adapt investment objectives as life circumstances change.
Veripax Financial Management is a member of the National Association of Personal Financial Advisors (NAPFA), which is the nation's largest organization for fee-only advisors. As a member of NAPFA, we have agreed to maintain complete objectivity by never accepting commissions or referral fees, and have agreed to abide by NAPFA's fiduciary standard to always put clients' interests first. Veripax Financial Management is also a member of the Financial Planning Association and the MD Preferred Financial Advisor Network.
Choosing a financial advisor is a critical decision, and it is important that you feel completely comfortable and confident in your choice. For this reason, the first consultation is always no-cost, no-obligation, and no-pressure. Simply call our office or send an email to schedule a time. For potential clients in El Dorado Hills, Folsom and surrounding communities, meetings can be held at your home, work, or an office I use in Folsom for client meetings. If you are outside of the local area, the initial meeting (and subsequent meetings) will be held over the internet.
Veripax Financial Management is a member of the National Association of Personal Financial Advisors (NAPFA), which is the nation's largest organization for fee-only advisors. As a member of NAPFA, we have agreed to maintain complete objectivity by never accepting commissions or referral fees, and have agreed to abide by NAPFA's fiduciary standard to always put clients' interests first. Veripax Financial Management is also a member of the Financial Planning Association and the MD Preferred Financial Advisor Network.
Choosing a financial advisor is a critical decision, and it is important that you feel completely comfortable and confident in your choice. For this reason, the first consultation is always no-cost, no-obligation, and no-pressure. Simply call our office or send an email to schedule a time. For potential clients in El Dorado Hills, Folsom and surrounding communities, meetings can be held at your home, work, or an office I use in Folsom for client meetings. If you are outside of the local area, the initial meeting (and subsequent meetings) will be held over the internet.
