VERATIS ADVISORS

Veratis Advisors is an independent and established advisory firm specializing in two retirement practice areas - Corporate Retirement Plans and Personal Wealth. The firm was established in 2001 and has become known for a level of quality, progressiveness and client involvement that is unique in the retirement advisory industry... It is a common misconception in the advisory industry that a firm must maximize profit and size to be successful. At Veratis Advisors, we see things a bit differently. A long time ago we decided that we wanted to be the best, not the biggest. That's why our firm's culture prioritizes quality and building long-term value for our clients.

Primary location: Cary United States