Our Firm

Veritas Planning Group is a comprehensive financial planning firm and registered investment adviser based in Atlanta, Georgia. Veritas offers an array of services including financial planning, investment advisory, risk management, and business planning.
We pride ourselves on the trusted relationships we build with our clients. We focus on providing individualized attention and customized solutions to each client’s ever changing financial situation. You need a partner who can give you solid, objective advice and who also understands the goals and dreams you have for your life and family; the things that are truly important to you.
By becoming a fiduciary partner with our clients, we act as their personal family CFO to coordinate and implement strategy for all aspects of their financial life including budgeting/cash flow, investments, risk management, retirement planning, education planning, taxes and estate planning, and charitable giving. Across these various financial disciplines, we apply our First Year with Veritas program to help you achieve your goals.
We encourage you to learn more about us by further exploring our website. To find out how we can make a significant impact on your financial life, please contact us to set up a consultation.