Wealth Management at Verum
We recognize the financial services industry could be better. Many business models incentivize sales rather than helping clients. At Verum, our incentives are different.
Because we’re employee-owned and independent, we designed Verum with our values at the core. We focus on reliability, effective communication, awareness, continuous improvement, and thoughtfulness in everything we do.
First handshake
Whether you’re switching from another financial adviser, or exploring wealth management for the first time, we know the process can feel daunting, which is why our process is designed to give you the space to ask the tough questions. When changing course, you want to feel confident in your decision.
That’s why this first meeting is all about hearing you—your concerns, your goals, and your priorities.
AN HONEST LOOK
You wouldn’t buy a new car without taking it for a test drive. We think partnering with a financial adviser should work the same way.
That’s why we want you to experience what it feels like to be a client for the day. We run a diagnostic of your current financial situation and share our thoughts on areas to improve. Leaving this meeting, our goal is for you to leave with tangible steps to raise the bar on your current financial picture.
ONBOARDING
Congratulations! You’ve just made a great decision that your future self will thank you for.
This decision comes with a bit of paperwork, but don’t worry, we’ve streamlined the process. We make it easy to hand over access to important documents, transition your investments, and set you up with the Verum Client Portal. We’ll be with you every step of the way to guide you, get you organized, and answer any questions as they arise.
SET THE VISION
We don’t make assumptions. During this collaborative discussion, we work through a series of discovery questions provided to you in advance that dive deeper into four key areas: work, leisure, legacy, and concerns. This step in the process builds the foundation for our partnership.
ONGOING PARTNERSHIP
Planning is a process, not an event. As life unfolds, our partnership is there to support your evolving needs and co-create a strategy for the future.
Meet Your Dedicated Financial Partners
As a team, we’ll reach your goals far sooner than we ever could alone.
Recent Awards & Recognitions
Featured in USA Today’s 2024 list of the top 500 financial advisory firms. This ranking reflects a firm’s reputation, client satisfaction, and overall performance in delivering financial advisory services.
Verum Partners was awarded the Best Financial Advisory Firms on May 8, 2024, for 2024. The Best Financial Advisory Firms award is created by USA Today and is awarded based on growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations received from clients and peers. Learn More.
Abby Bennett was honored as an Excellence Awardee in InvestmentNews’ 2025 Advisor of the Year Category. This award is one of the highest accolades offered to an individual in the wealth management and financial planning industry.
Abby Bennett was named a 2025 Excellence Awardee on April 29, 2025. The Excellence Awardee is created by InvestmentNews, and is awarded based on nominations of wealth management professionals and organizations across the country. Learn More.
Awarded a 5-star rating in Newsweek’s 2025 list of America’s Top Financial Advisory Firms. This rating signifies excellence in client satisfaction, advisory services, and overall performance in the financial advisory industry.
Verum Partners was awarded America’s Top Financial Advisory Firms on November 20, 2024, for 2025. America’s Top Financial Advisory Firms award is created by Newsweek and is awarded to Registered Investment Advisers based on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interest. For a full list of rules around the selection process, Learn More.
Featured in InvestmentNews’ 2024 list of the fastest-growing fee-only registered investment advisors in the United States. This recognition is based on a firm’s significant growth in assets under management and commitment to a fee-only, fiduciary standard, ensuring clients receive unbiased financial advice.
Verum Partners was awarded the 2024 Fastest-Growing Fee-Only RIA Award on January 22, 2025. The award is created by InvestmentNews and is awarded based on a 3-year growth rate calculated between July 2021-July 2024. Learn More.
Dustin Barr was honored as one of InvestmentNews’ Rising Stars in 2024, recognizing the top wealth managers and advisors under 40 in the USA. This accolade highlights young professionals who have demonstrated exceptional talent, dedication, and contribution to the financial advisory industry.
Dustin Barr was awarded the Rising Stars award on November 20, 2024 for 2024. The Rising Stars award is created by InvestmentNews and is awarded to wealth management professionals aged 40 or under (as of November 30, 2024) who are committed to a career in wealth management, with a clear passion for the industry. For a full list of rules around the selection process, visit us.
Recognized by RIA Intel in 2024 as the “RIA of the Year” for firms managing under $1 billion in assets. This award celebrates excellence in the registered investment advisor community, highlighting firms that demonstrate outstanding performance, client service, and innovation.
Verum Partners was awarded RIA of the Year (Under $1 Billion in AUM) on June 5, 2024, for 2024. The RIA of the Year is created by RIA Intel and is a celebration of excellence in the asset management industry honoring financial advisors, wealth management firms, and industry leaders. Learn More