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Independent Fiduciary Wealth Management For a Life Well Lived

Serving Southern California & Beyond

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We Serve Individuals, Couples & Families from All Walks of Life

Our range of clients is vast. Some examples include the following:

Those approaching, or already in retirement, and need to refine a plan

Professionals looking to create a strong foundation

Individuals and couples thinking about life’s next phase


Whichever life chapter you’re in, we believe in serving as a partner to guide you through your financial decisions, answer your questions, and advise you on what may be around the corner.

Explore What We Offer


Optimizing Your Finances Through Fee-Only Planning

At Veritas Financial Consulting, helping you make real and significant progress towards your goals is our mission. Through a collaborative relationship, we strive to provide you with an objective perspective and solutions customized to your life.

Veritas means “truth,” and we hold ourselves to that standard in everything we do.

As a fee-only fiduciary, our team is passionate about providing our clients with honest value and the highest level of personal service throughout their financial journeys.

Discover Our Difference



Cultivating Confidence in Your Financial Life

Through a Project

Whether it’s saving for retirement, paying down debt, or creating a comprehensive financial plan, we’ll work one-on-one with you to understand your situation and create a strategy to solve and address your goals.


Through Ongoing Partnership

Veritas will create, maintain and update your wealth strategy—and be here as your dedicated resource and financial guide. Oftentimes, our clients may decide to work with us on an ongoing basis after a project.



How can we help you maximize your financial potential?

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What Financial Goals or Concerns Are On Your Mind?

Whatever thoughts or questions you have, we’re here to help direct you forward.

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