Verum Partners Wins RIA of the Year
July 31, 2024
Founding Partner and Senior Adviser, Oliver Cross, received the award in Boston, MA.
Verum Partners Wins National Award
Verum Partners was named RIA of the Year (under $1B in AUM) at the Institutional Investor's RIA Intel Awards ceremony in Boston in early June. The awards were hosted by RIA Intel and the RIA Institute. With around 20,000 RIAs under $1 billion in the U.S., we are honored to be acknowledged by one of our industry's top publications. To be recognized among our national peers is a nice accolade and reminds us that the future is bright for Verum and our clients.About the RIA Awards
There was no nomination/application fee for the awards, nor were any fees solicited or accepted in exchange for consideration as a finalist or winner. Verum Partners was one of nine nominees in their category. Verum Partners was born out of a recognition that the financial services industry could be better, and our vision has remained the same from day one: to improve lives through true partnership. With our commitment to our clients at the forefront, we look forward to raising the bar for many years to come.Acknowledging Our Team
Our success would not have been possible without the hard work and dedication of our talented team. Each member of Verum Partners plays a crucial role in delivering exceptional service to our clients. This award is a reflection of our team’s unwavering commitment to excellence and passion for making a positive impact on the financial services industry.Looking Ahead
As we celebrate this achievement, we will continue to educate others on the value of working with a fee-only wealth management firm like Verum Partners. We are excited about the future and the opportunities it holds for our firm and our clients. We will continue to innovate, grow, and pursue excellence.For more details on all the 2024 RIA Intel Awards winners, click the link here.
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