Independent, fee-based financial guidance helping you make smarter decisions with clarity and confidence.

Independent investment guidance with clear strategies, personalized analysis, and fee-based advice designed to help you grow

Strategic Investment Planning

At Verona Advisers, we help you invest with clarity, purpose, and confidence.
Our fiduciary, advice-only approach focuses on personalized strategies, balancing growth, income, and preservation to align your portfolio with both short-term needs and long-term goals.

SEC-Registered Investment Adviser | Fee-Only Fiduciary

INVESTMENT ADVISORY OPTIONS

One-Time Investment Advisory Plan

$400 Fee

A comprehensive, one-time investment review with a personalized strategy and written recommendations—no ongoing commitment

Monthly
Advisory Plan

$250 / month

(minimum 3 months)

Ongoing investment guidance, regular strategy updates, and continuous support for evolving goals.

Annual
Advisory Plan

$900 / year

(or two payments of $600)

Long-term advisory relationship with periodic reviews and strategic planning throughout the year.

Transparent

Clarity and honesty in every recommendation

Personalized Strategies

Tailored investment plans designed around your goals

Education-Driven

Empowering you with knowledge to make smart choices

Fiduciary

Your interests always come first

VERONA

ADVISER

Investing is laying the groundwork

for your future, today

① Select Your Personalized Advisory Plan

② Receive and Review Your Official Engagement Documents

③ Complete Your Comprehensive Investment Intake Profile

④ Access Your Customized Verona Investment Report & Consultation

Begin your Verona Experience

Strategic Investment Planning

INVESTMENT ADVISORY OPTIONS

One-Time Investment Advisory Plan

Monthly Advisory Plan

Annual Advisory Plan

Monthly
Advisory Plan

Annual
Advisory Plan