At Veritas Strategies, we believe an investment-only focus leaves you vulnerable. While we use investments to build your wealth, we also focus on building your sense of contentment. To do that, we equip you with insurance and estate planning to help protect you from the storms that can wipe out your portfolio — job loss, divorce, disability, economic crisis, or lawsuit.

Take the edge out of living in today’s uncertain times. Our financial professionals and investment advisors walk with you as the economy changes and your needs and dreams evolve. We take a holistic, structured approach to investing and to living. Our personalized services have made Veritas Strategies a well-regarded financial planning and investment management firm in the Mid-Atlantic region. In fact, our firm is often handed down generation to generation as families continue to rely on us to help protect their wealth and their financial future.