Veery Capital

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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.

10/18/2026

Happy Birthday to our fellow team member, Celina Riccardo! Wishing you a wonderful birthday filled with happiness and celebration! Enjoy your day!

10/12/2026

Sarah Shaw and Joe Gross had a great time representing Veery Capital at our exhibitor booth during the 26th Annual Delaware SHRM Conference & Expo in Wilmington!

It was a great opportunity to connect with HR professionals and local organizations, share how we support employers and their employees through our retirement plan services, and exchange ideas on financial wellness in the workplace.

Thank you to Delaware SHRM for bringing everyone together, and to those who stopped by our booth—we loved connecting with you!

10/01/2026

Football, good company, and a great cause!

Veery Capital was proud to help sponsor Zarwin Baum’s Monday Night Madness, with Cortney Milner, Sarah Shaw, and Joe Gross joining the fun on Monday evening.

The event brought people together for a night of football, networking, and giving back in support of Easterseals of Southeastern PA and the incredible work they do for children with disabilities and their families.

Thank you to Zarwin Baum and Easterseals for a wonderful evening. We were happy to be part of it!

09/30/2026

September has been a month of learning, connecting, and gathering new ideas for our Veery team!

Cortney Milner joined industry peers at the RPAG National Conference in Dana Point, California, while Matthew MacNeal and Kathleen Simolike connected with fellow advisors at the SEI Advisor Summit in Nashville, Tennessee.

Both events sparked new ideas, connections, and insights into what’s ahead in our industry. We’re excited to bring those perspectives to the clients and organizations we serve!

09/12/2026

Happy Birthday to partner, Chris Benfer!

We're thankful for his leadership, dedication, and the positivity he brings to Veery Capital each day. We hope you have a wonderful birthday, Chris, and a year ahead filled with plenty of great moments, both in and outside of the office!

09/07/2026

Labor Day is a reminder to celebrate the hard work that helps build the lives and futures we work toward every day.

We’re grateful to help our clients plan for what their hard work makes possible, and especially thankful for our incredible Veery team, whose dedication, care, and commitment are behind everything we do.

Wishing everyone a well-deserved day to relax, recharge, and enjoy time with family and friends. Happy Labor Day!

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!

Address

112 S French Street
Wilmington, DE
19801

Telephone

+13026603350

Website

http://www.veerycapital.com/

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