Veritas Financial Partners

What Veritas Financial Partners does

Veritas Financial Partners is a privately held, independent financial advisory firm headquartered in Hoover, Alabama, with a staff of 6+ organized around a two-pillar service model: holistic financial planning and consulting, and goal-based wealth management. The firm serves high-income earners ($300K-$800K), business owners planning exits or succession, medical professionals, and pre-retirees/retirees, with a stated emphasis on tax-smart strategies that coordinate investments, taxes, business interests, and legacy planning into a single plan. Securities and investment advisory services are delivered through Qualified Registered Representatives of MML Investors Services, LLC (Member SIPC), under a broker-dealer affiliation that is explicitly non-ownership; insurance products are sold by licensed agents across 16 states and securities registrations span 18 states plus DC.

The firm's underlying technology stack is entirely third-party: eMoney for financial planning, Investor360 and WealthScape/MyStreetScape for client account access and portfolio monitoring. No proprietary software, mobile app, or API is offered. Distribution is consultative and direct-to-consumer, with a 'book an appointment' model supported by educational content marketing (20+ blog posts) targeting SEO-driven lead generation around tax planning, Roth strategies, business exit planning, and estate planning. Revenue is generated through advisory fees on managed wealth, insurance commissions, and securities commissions routed through MML Investors Services; no pricing tiers or fee schedules are publicly disclosed.

The team is led by founding partner Trent Geringer (Wealth Management Advisor, 20+ years, MDRT since 2010, Blue Chip Council qualifier) and partner Matt Hope (16+ years, previously Managing Director at a national financial firm), with additional Wealth Management Advisors Bob Ross and Stewart Parks, COO Tyler Vann (JD, estate and business law background), Practice Manager Morgan Bruce, and Director of Investment Operations Landon Davis (15 years industry experience). The firm is not publicly listed, has no disclosed funding, and operates as a founder/partnership-owned entity. Notable compliance posture includes EU-U.S. and Swiss-U.S. Data Privacy Framework certification, and all individuals in the input roster carry multi-state insurance licensing.

Name

Veritas Financial Partners

Legal name

Veritas Financial Partners

Website

https://veritasfp.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Veritas Financial Partners is a privately held, independent financial advisory firm in Hoover, Alabama, providing tax-smart financial planning, wealth management, and insurance solutions to high-income earners, business owners, medical professionals, and pre-retirees across 16+ states, with securities offered through MML Investors Services.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Financial planning services
• Wealth management advisory
• Investment management
• Insurance products
• Tax-smart planning

Headquarters

HQ city

Hoover

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Financial Planning & Consulting Services: Holistic comprehensive financial planning and consulting services provided to individuals seeking analysis of their current financial position and a plan to accomplish financial goals. This is a service-based engagement model.
2. Wealth Management Services: Goal-based investment management strategies with access to ETFs, mutual funds, and diversified portfolios. Online access through WealthScape platform. Revenue generated through advisory fees.
3. Insurance Products: Product-based services including life insurance, long-term care insurance, disability income insurance, group insurance, fixed and variable annuities, and other insurance products. Licensed agents sell insurance products in 16 jurisdictions.
4. Securities & Investment Advisory: Securities and investment advisory services offered through Qualified Registered Representatives of MML Investors Services, LLC, Member SIPC. Registered to sell securities in 18 jurisdictions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Veritas Financial Partners delivers holistic financial planning, goal-based wealth management, and product-based insurance and investing services to individuals. Services include comprehensive financial analysis covering risk management, retirement planning, tax strategy, investment analysis, estate planning, and business planning, alongside advisory-fee wealth management through ETFs and mutual funds, plus insurance and retirement income products such as life, long-term care, disability, annuities, 401(k) rollovers, and brokerage accounts. Securities are offered through Qualified Registered Representatives of MML Investors Services, LLC.

Product overview

Veritas Financial Partners offers a comprehensive suite of financial advisory services organized around two main pillars: Financial Planning & Consulting Services and Wealth Management Services. Financial Planning includes risk management, budget & cash flow strategies, retirement planning, tax strategy planning, investment analysis, estate planning, and business planning. Wealth Management provides goal-based investment strategies with access to ETFs and mutual funds through the WealthScape platform. The firm also offers product-based services including various insurance products (life, long term care, disability income, group insurance, and fixed/variable annuities) and investing services (401(k) rollovers, account consolidation, retirement savings plans, income strategies, brokerage accounts, and college savings plans). Securities and investment advisory services are offered through MML Investors Services, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning & Consulting Services Holistic comprehensive financial planning service that includes risk management, budget and cash flow strategies, retirement planning, tax strategy planning, investment analysis, estate planning, and business planning for individuals seeking to coordinate their overall financial strategy.
• Wealth Management Services Goal-based investment management service that designs programs aligned with clients' financial objectives, time horizon, and risk tolerance, offering access to ETFs, mutual funds, and diversified portfolios with online account access through the WealthScape website and app.
• Life Insurance Life insurance coverage providing financial security for loved ones, covering everyday expenses, outstanding debts, and future financial needs such as children's education or spouse's retirement.
• Long Term Care Insurance Long-term care insurance covering the cost of extended care services when individuals can no longer manage daily activities due to aging, illness, or disability, including care at home, in assisted living, or in nursing facilities.
• Disability Income Insurance Disability income insurance that replaces a portion of income if the policyholder becomes unable to work due to illness or injury, helping cover everyday expenses and maintain standard of living.
• Group Insurance Group insurance coverage offered by employers or organizations providing financial protection for employees or members, typically including life, health, disability, or dental insurance at lower cost than individual policies.
• Fixed & Variable Annuities Retirement planning annuities providing reliable income streams; fixed annuities offer stability with guaranteed payments, while variable annuities allow investment growth with potential for higher returns and added risk.
• 401(k) Rollovers Service that allows transfer of funds from a previous employer's 401(k) plan into a new retirement account such as an IRA or new employer's 401(k), helping consolidate retirement savings and maintain tax advantages.
• Account Consolidation Service that combines multiple retirement or investment accounts into a single account, simplifying financial planning, reducing fees, and improving investment tracking.
• Retirement Savings Plans Retirement savings plans such as 401(k)s, IRAs, and employer-sponsored options offering tax advantages to help savings grow over time for retirement.
• Income Strategies Financial plans designed to provide steady income during retirement through a mix of investments including annuities, dividends, and interest from bonds or stocks.
• Brokerage Accounts Investment accounts allowing purchase and sale of stocks, bonds, mutual funds, and ETFs with flexibility to manage investments and grow wealth over time.
• College Savings Plans 529 plans and other education savings vehicles offering tax advantages to help families save for future education expenses including tuition, books, and other college-related costs.

Quantifiable outcome

• One physician client reduced taxable income significantly through backdoor Roth and customized pension strategy implementation
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• MML Investors Services, LLCcoreOthersSecurities and investment advisory services are offered through Qualified Registered Representatives of MML Investors Services, LLC, Member SIPC. Veritas Financial Partners operates as an affiliated practice with access to MML's broker-dealer platform. Supervisory Office: 6 Concourse Parkway, Suite 2700, Atlanta, GA 30338. Veritas is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Scale indicators2 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Creative Planning: Large, multi-state RIA offering holistic financial planning, wealth management, and tax-smart strategies to HNW individuals and business owners — directly comparable to Veritas in service mix and target client, but at significantly greater scale.
• Moneta Group: Fee-only RIA providing comprehensive financial planning, investment management, and tax/estate coordination for HNW households and business owners — comparable to Veritas in service breadth and client profile.
• Savant Wealth Management: Mid-sized RIA delivering financial planning, investment management, and tax strategy to HNW individuals and business owners — a close structural and service-line comparable to Veritas at slightly larger scale.
• Carson Group: RIA and advisor support platform serving HNW clients through affiliated advisor practices with integrated financial planning, investment, and insurance solutions — a structural analog to Veritas' affiliated-practice model under MML.
• Mercer Advisors: Large RIA providing comprehensive wealth management, tax, estate, and investment advisory services to HNW households, with a focus on coordinated planning comparable to Veritas' holistic offering.
• Buckingham Strategic Partners: Advisor support platform providing RIA infrastructure, research, and planning tools to independent HNW advisory practices — comparable to Veritas' reliance on MML for back-office and product access.
• Edelman Financial Engines: National wealth advisory firm serving HNW and mass-affluent clients with integrated financial planning, investment management, and retirement income strategies — overlapping substantially with Veritas' planning-led model.
• Mariner Wealth Advisors: National RIA specializing in HNW financial planning, tax strategy, estate planning, and business exit advisory — closely aligned with Veritas' tax-smart, exit-planning value proposition and primary customer segments.

Others

• Cetera Financial Group: Independent broker-dealer and RIA support platform hosting affiliated advisor practices serving HNW and mass-affluent clients — analogous to MML Investors Services in role and relationship to Veritas.
• LPL Financial: Large independent broker-dealer and RIA custodian serving thousands of affiliated advisors with the same kind of platform dependency Veritas has with MML — a structural peer in the affiliated-practice ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/veritasfp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Veritas Financial Partners