Veery Capital

A team of financial experts committed to helping our clients meet financial goals.

Whether you want to build a 401K program for your organization or learn more about how to best manage your personal wealth, our goal is to deliver guidance you can trust.

09/02/2026

Please join us in celebrating Ciana Riccardo's one-year anniversary with Veery Capital!

Since joining our team in September 2025, Ciana has helped streamline back-office operations, improve data accuracy, and implement new technology and efficiencies across the firm. She continues to take on new responsibilities and create her own path for growth, recently earning her Introduction to Retirement Plans certificate and currently studying for her Series 65.

We’re grateful for Ciana’s hard work, dedication, and team-first mentality over the past year and look forward to all she will continue to accomplish at Veery!

08/26/2026

Our Veery Capital team had the pleasure of visiting the Clarence Fraim Boys & Girls Club this morning to celebrate the kids’ end-of-summer party! We enjoyed helping with a fun art activity and sharing ice cream sandwiches and popsicles. It was a wonderful morning filled with creativity, smiles, and community!

08/08/2026

Happy 40th Birthday, Kelly! Cheers to 40 amazing years and an exciting new decade ahead. May this year bring you endless joy, unforgettable memories, good health, and all the happiness you deserve. Enjoy your day!

07/30/2026

Today, we're recognizing two outstanding members of the Veery Capital team, Grady Benfer and Noah Benfer, who have been with us for the past two months.

Grady has embraced his role as our AI & Digital Strategy Associate, helping advance technology initiatives, AI integration, and process improvements that support innovation across our firm. His curiosity, initiative, and forward-thinking mindset have made him a valuable contributor to our team.

Supporting our operations, Individual Client Services and Retirement Plan teams as a College Associate, Noah has brought both professionalism and a willingness to learn. His strong work ethic, attention to detail, and positive attitude have allowed him to make meaningful contributions while gaining hands-on experience in the financial services industry.

Investing in the next generation of talent is just as important as investing in our clients futures, and we are grateful to be a small part of Noah and Grady's journey. Thank you for your hardwork, fresh perspectives and everything you've contributed to Veery Capital this summer.

Please join us in celebrating Grady and Noah this National Intern Day!

07/17/2026

Happy Birthday to our teammate, Alex Myers! We hope your day is filled with happiness, celebration, and everything that makes you smile. Have a great one from all of us at Veery Capital!

07/03/2026

This Fourth of July, we proudly celebrate 250 years of American independence.

As we honor this historic milestone, we're reminded that freedom, opportunity, and thoughtful planning create the foundation for a stronger future. Whether it's pursuing your personal financial goals or preparing for retirement, every journey begins with a plan.

From all of us at Veery Capital, we wish you and your family a safe, happy, and memorable Independence Day!

06/22/2026

Here are a few photos of our team celebrating the dads and father figures who make a difference in their lives. From family gatherings to backyard barbecues, we love seeing our Veery Capital team enjoy the moments that matter most.

A belated Happy Father's Day to all the dads, stepfathers, grandfathers, and mentors who inspire, support, and lead by example every day.

06/21/2026

The first day of summer means we’re already halfway through 2026.

While many businesses are focused on summer vacations and planning for the second half of the year, this is also a great time to evaluate your retirement plan.

A mid-year review can help answer important questions:

-Are participation and savings rates where they should be?
-Are employees engaged and taking advantage of available benefits?
-Have your investment lineup and fees been reviewed recently?
-Is your plan still aligned with your organization’s goals?

The strongest retirement plans aren’t reviewed just once a year—they’re monitored and refined throughout the year.

Taking a proactive look now can help identify opportunities before year-end and ensure your plan continues to support both your employees and your business objectives.

At Veery Capital⁠, we partner with employers to build and manage retirement plans designed to help employees prepare for retirement while supporting the long-term goals of the organization.

How is your retirement plan tracking so far in 2026?

If a mid-year review isn’t on your calendar yet, now is a great time to start.

Schedule a conversation with our team using the link below.
https://hubs.la/Q04l-mMH0

06/02/2026

Please join us in celebrating Hailey’s one-year anniversary with Veery Capital!

Since joining our Retirement Plan Service team in June 2025, Hailey has played an important role in supporting our clients through exceptional service, onboarding coordination, and retirement plan support. A graduate of West Chester University, she continues to grow professionally while pursuing additional certifications.

We are grateful for Hailey’s hard work and dedication over the past year and look forward to all she will continue to accomplish!

05/22/2026

Markets may pause. We pause for something greater.

This Memorial Day weekend, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. In a world of constant market movement and economic change, some moments remind us to step back and reflect on what truly matters.

Veery Capital wishes everyone a safe, memorable and meaningful Memorial Day weekend!

Address

112 S French Street
Wilmington, DE
19801

Telephone

+13026603350

Website

http://www.veerycapital.com/

Alerts

Be the first to know and let us send you an email when Veery Capital posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed Finance Company in Wilmington?