Vernick Financial

10/16/2026

Honored to join so many great organizations in sponsoring this year's National Conference on Guardianship. Looking forward to learning alongside guardians, advocates, and professionals from across the country.

10/12/2026

We look forward to seeing all the attendees in DC!

Thank you so much to National Conference on Guardianship Silver Sponsor Vernick Financial for their support of National Guardianship Association's biggest educational event of the year!
National Guardianship Association

10/12/2026

Whether your a Professional Guardian, Trustee, or have another position with financial oversight, we work with fiduciaries across roles and jurisdictions.

10/09/2026

Everyone's financial situation is different. Let us understand yours.

09/21/2026

09/12/2026

https://www.vernickfinancial.com/for-families

08/31/2026

We love the end result. It was just what we were looking for and couldn't have done on our own!

08/20/2026

Managing assets for a ward or trust is a distinct responsibility that requires disciplined processes and careful coordination. Mark Vernick took the stage at the 2026 Florida State Guardianship Association Conference to discuss the fundamentals of fiduciary asset stewardship and the role of coordinated teamwork among guardians, trustees, and portfolio managers.
https://www.vernickfinancial.com/for-fiduciaries

08/12/2026

Good information about Medicare part B

You've probably seen headlines about Medicare Part D subsidies ending after 2026.

The subsidies that are ending were temporary payments to insurance companies, not Medicare beneficiaries. They were created to help stabilize the market after major Part D changes, including eliminating the coverage gap ("donut hole") and adding an annual cap on out of pocket prescription drug costs.

While some Part D premiums may increase in 2027, that does not automatically mean prescription costs will increase or that beneficiaries will lose their out of pocket protections.

We won't know what 2027 plans look like until Annual Notices of Change (ANOCs) are released this fall. That's when it's time to review your coverage, not when the headlines come out.

If you or someone you know has questions about Medicare, I'm happy to help review the options and make sure the coverage is still the best fit.

07/30/2026

Financial decisions should be grounded in a process you can follow.

That core belief guided the design of our new website—built to offer a clearer, more intuitive insight into how we manage fiduciary portfolios and investable assets.

On the new site, you can explore:

Our structured, documented investment framework

Specialized solutions for professional fiduciaries, families, and individuals

Direct access to initiate a conversation with our team

Experience the new platform:
🌐 VernickFinancial.com