You Deserve the Best

Brian formed Veritas Financial Management to have the freedom and flexibility to focus solely on providing thoughtful and uniquely personal advice to our clients. After working for larger companies throughout his career, he knew that the only way to pursue the best client experiences was to manage every step with integrity and uncompromising service. He and Maria have created a comfortable space to discuss your plans, preferences, and objectives.

Committed to Your Goals

Our approach to wealth management is wholly client-focused. We attract and retain our valued clients by asking questions and listening carefully to the hopes, dreams, and realities that shape your life. We learn your tolerance for risk and respect the ethics and principles that guide you. We seek to build strong, lasting relationships based on trust and the pleasure of working together.

Your Partner for Life

We manage your wealth by anticipating the changes you will face. We utilize complex financial concepts to help you make educated decisions and keep you apprised of any new laws, investment opportunities, or economic forces that may impact your plans. Brian and Maria are always available to meet to review or update your plan or simply to catch up on your latest news. If, like many of our clients, you have chosen the beautiful Carolina coast as your home, we encourage you to consider the convenience of having a sophisticated wealth manager nearby. We have extensive experience welcoming newcomers to our area and would be honored to have the opportunity to meet you.