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Independent and Fee Only
We work for our clients and only for our clients.
Wide Range of Investment Expertise
Deep experience in traditional mutual funds, stocks, bonds, alternatives, real estate, option strategies, and structured notes.
VFM specializes in retirement planning and squeezing the most out of retirement assets.
Our goal is to help clients meet their financial dreams and reduce financial stress in their lives.
Veripax = Veritas (truth) + Pax (peace)
Financial peace with absolute integrity.
Thank you for visiting our website. Veripax Financial Management, LLC is an independent, fee-only investment management and financial planning firm located in Folsom, CA. Because we are independent we are under no obligation or pressure to recommend any particular company's investment products, and because we do not accept commissions there is no financial conflict when we recommend one investment over another. The result is that we work only for our clients.
Veripax Financial Management (VFM) is a member of the National Association of Personal Financial Advisors (NAPFA), which is the nation's largest organization for fee-only advisors. As a member of NAPFA we have agreed to abide by NAPFA's fiduciary standard to always put clients' interests first, and are held to a stringent requirement of Continuing Education. VFM is also a member of the Financial Planning Association and the MD Preferred Advisor Network.
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InvestmentNews: June 26, 2011, "What's on the menu? Working with small-fry clients"
Financial Advisor Mag: May 2, 2011, "Mainstreaming Alternatives"
CNN Money: Jan 24, 2011, "Is long-term care insurance worth the price?"
WSJ MarketWatch: Nov 16, 2010, "Is the Rally Over?"
Kiplinger: July, 2010, "Too Close to Home"
NY Times: May 20, 2009, "Time for a New Strategy"
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