We're a
Client-Centered
Fiduciary.
Veracity Advisers provides customized financial risk management and retirement strategies for individuals and businesses.
Efficient Financial Resources,
Freeing You to Focus
on Your Life.
It's time you had a financial advisor who puts your needs first, who provides step-by-step guidance to accomplish your financial goals, and who has an affordable and transparent fee structure.
"As independent advisors we are not tied exclusively to companies, funds, or investment products — which enables us to choose what's best for you."
At Veracity Advisers we provide personalized financial advice to clients with complex financial needs. As fiduciaries, we maintain the highest standard of care — and are required to act in the best interests of our clients at all times.
Five Disciplines.
One Coordinated Strategy.
Every service Veracity provides is designed to work in concert with the others — because your financial life doesn't operate in silos, and neither should your advisors.
Wealth Management
Wealth management is a mixture of art and science. The goal is to grow, protect, utilize, and disseminate wealth through a united team of professionals working together across multiple financial service industries.
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Tax Planning
Most CPAs do little more than record history. True tax planning requires top-notch professionals scouring 80,000+ pages of the IRS tax code for every legal deduction and loophole available to minimize your income, estate, and capital gains taxes.
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Legal
We have assembled a team of top attorneys from across the country to help you navigate complicated laws involving business structuring, estate planning, asset protection, and other legal areas — working alongside your existing counsel or providing complete solutions.
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Risk Mitigation
As your successes increase, it becomes equally important to mitigate your risks. Whether life insurance, property and casualty, a captive insurance company, or other tools — we protect your downside in the most strategic and cost-effective way possible.
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Business Advisory
Countless professionals will gladly manage your money after you sell your company. But who is by your side while you are growing it? Our business owner clients have access to a large team of business experts at every step along the way.
Learn more about our Virtual Family OfficeEducation, Experience, Expectations —
It's What Makes Us Different
Think of us as an auto mechanic rather than the auto salesperson. The salesperson will try to sell you a new car when they find a problem — whereas we work with you to diagnose, repair, and prepare a roadmap to your goals.
Our Full Approach
Clients First
The needs of our clients are foremost in all of our decisions.
Independence
Independent thinking in services and ownership helps to ensure the guidance we provide is always in your best interest.
Comprehensive Thinking
Holistic wealth management guidance that integrates your tax, estate planning, and philanthropic initiatives.
Continuous Knowledge
We leverage our experience with the latest research and technology, and pass that knowledge to our clients so they can make confident financial decisions.
Individuals, Families, and Business Owners
Our mutual success is derived from developing a deep, personal relationship with our clients. This multi-generational outlook fosters understanding, loyalty, transparency, and accountability.
Business Owners
Growing your company & planning for what's nextAre you a successful business owner consumed with putting out fires, meetings that should have been emails, and spending time outside your wheelhouse? We've found that executives lose sight of their personal financial goals — and their goals take a back seat.
Individuals & Families
Investing with confidence through every life stageWe help you invest with confidence, while also helping integrate a financial plan with the rest of life. Whether it's purchasing a home, sending a kid to college, starting your own business, or preparing for retirement — we're here to help tie it all together.
Tax Professionals
Expanding what you can offer your clientsCPAs are now expected to be their clients' most trusted business advisor. Veracity Financial Services can help you be the best professional version of yourself — our advisors are the gateway to a wealth of knowledge and expertise that builds stronger relationships with your clients.
Let's Talk About Your Financial Picture.
A 30-minute conversation is all it takes to see where coordination is costing you — and what a unified strategy could do instead.
Schedule a ConsultationPalm Beach Gardens, FL 33410