Verum Partners

Verum Partners Verum Partners is an employee-owned, independent, fee-only financial advisory firm focused on improving lives through true partnership.

Liaisons to life's most important financial decisions.

04/04/2022

Our Charlotte, NC firm is looking to bring another Lead Adviser on board! If you (or someone you know) want to work with incredible clients at a fee-only, entrepreneurial, boutique financial advisory firm in a hybrid, flexible work environment with no sales requirements, please share or apply at the link below.

10/29/2020

Be very careful selling or buying after the election purely based on the results and your excitement or disappointment. History tells us that markets...

10/07/2020

This made me rethink the framing of the impact of COVID-19 on markets...If COVID-19 had happened at any time and at any phase of an economic cycle...

10/01/2020

One thing we now know is that regardless of the speed of the economic recovery the economy will forever be changed because of 2020.

08/27/2020

Today, companies are utilizing equity-based compensation packages to incentivize and motivate (and retain!) their top talent. Restricted stock and RSUs...

Thanks to our friends at Nasdaq for a larger than life message at Times Square! We appreciate all the amazing support fr...
07/23/2020

Thanks to our friends at Nasdaq for a larger than life message at Times Square! We appreciate all the amazing support from family, friends, clients, and our network to make Verum Partners a reality.

07/22/2020

If you’re not working with an independent, fee-only financial adviser, you may not be getting what you’re due.Contact Verum Partners to see the difference.

06/24/2020

When it comes to finding a financial adviser, incentives absolutely matter...we think everyone should ask key questions of their adviser.

We are excited to announce the launch of our blog, The Observatory!The Observatory is home to our latest views, insights...
06/10/2020

We are excited to announce the launch of our blog, The Observatory!

The Observatory is home to our latest views, insights, and observations. Included, you will find a compilation of articles written by the Verum team. Over time, we plan to include content created by other professionals we trust and respect. We hope the blog will be a helpful resource to our clients and the greater community. Enjoy!

https://verumpartnership.com/blog-home/

Address

2333 Randolph Road, Suite 250
Charlotte, NC
28207

Telephone

+19807713999

Website

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