Verum Partners

Verum Partners has been named one of ??????????????’?? ?????? ?????????????????? ???????????????? ?????????? by Newsweek! Out of 15,000 firms evaluated, we proudly ranked in the top 30—and as the #1 ?????????????????? ???????????????? ???????? ???? ?????????? ????????????????. This achievement highlights our commitment to delivering exceptional service, thoughtful strategies, and reliable guidance to our clients. Read more about the award and the full list of honorees at the link below. #VerumPartners #WealthManagement #AmericasTopFinancialAdvisoryFirms Disclosure: Verum Partners was awarded America's Top Financial Advisory Firms on November 20, 2024 for 2025. America's Top Financial Advisory Firms award is created by Newsweek and is awarded to Registered Investment Advisers based on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interest. For a full list of rules around the selection process, visit https://shorturl.at/mDVjI

WEEKLY MARKET UPDATE: November 25th ?? Listen to this week's audio, where we break down key highlights from last week's market movements and provide a preview of important economic news to watch in the days ahead. We'd love to hear your thoughts—share your takeaways or questions in the comments below. #VerumMarketUpdate #WeeklyMarketUpdate #Finance

Congratulations, Dustin Barr, CFA, on being recognized as one of InvestmentNews' Rising Stars under 40! Our team is excited to see Dustin's commitment to excellence in wealth management recognized on a national level. Read more about this prestigious award and the full list of honorees at the link below. #WealthManagement #RisingStar #VerumPartners Disclosure: Dustin Barr was awarded the Rising Stars award on November 20, 2024 for 2024. The Rising Stars award is created by InvestmentNews and is awarded to wealth management professionals aged 40 or under (as of November 30, 2024) who are committed to a career in wealth management, with a clear passion for the industry. For a full list of rules around the selection process, visit https://shorturl.at/lKrjy.

We’re proud to share that Verum was well represented over the weekend in the Charlotte Marathon. Justin Louis, CFP?, Charles Doran, and Charlie's wife, Emilia, all competed in the race, which happened to pass right by our office! You may have also spotted Dave Perkins, JD, CPA, CFP?, who was leading runners by bike. Congratulations to all participants! What a great way to showcase the strength of our community here in Charlotte. #CharlotteMarathon #TeamVerum #CharlotteNC #Community

WEEKLY MARKET UPDATE: November 18th ?? Listen to this week's audio, where we break down key highlights from last week's market movements and provide a preview of important economic news to watch in the days ahead. We'd love to hear your thoughts—share your takeaways or questions in the comments below. #VerumMarketUpdate #WeeklyMarketUpdate #Finance

How do you balance risk and return in an investment portfolio? This latest blog from Austin Tilles explains the Efficient Frontier, a core concept in Modern Portfolio Theory that helps investors maximize expected returns for a given level of risk. Click the link below to learn more about the Efficient Frontier and optimizing a portfolio's long-term performance. #VerumPartners #PortfolioManagement #EfficientFrontier

Last month our team had the privilege of volunteering at Crittenton of North Carolina, an organization dedicated to empowering women and children through education, health services, residential care, and support. We spent the afternoon organizing donation and diaper closets, helping ensure these essential items are ready for families in need. We’re grateful for the chance to contribute to Crittenton’s mission and support the vital work that brings comfort and stability to women and children in our community. Thank you to Charles Doran for organizing the event! Learn more about Crittenton by visiting the link below. https://lnkd.in/gjrRV5yJ #Verum #CharlotteNC #VolunteerCLT

WEEKLY MARKET UPDATE: November 11th ?? Listen to this week's audio, where we break down key highlights from last week's market movements and provide a preview of important economic news to watch in the days ahead. We'd love to hear your thoughts—share your takeaways or questions in the comments below. #VerumMarketUpdate #WeeklyMarketUpdate #Finance

WEEKLY MARKET UPDATE: November 4th ?? Listen to this week's audio, where we break down key highlights from last week's market movements and provide a preview of important economic news to watch in the days ahead. We'd love to hear your thoughts—share your takeaways or questions in the comments below. #VerumMarketUpdate #WeeklyMarketUpdate #Finance

We’re proud to have had Dustin Barr, CFA, represent Verum Partners at the College of Charleston’s 10th Annual Strategic Investment Symposium last month. It was an honor for Dustin to help lead insightful discussions on finance among industry leaders and students. A huge thanks to CofC Strategic Investment Symposium for hosting such an impactful day and including Verum Partners. Here’s to investing in the next generation of financial leaders! Learn more details about the event on this post: https://bit.ly/3Cd9Zhi #StrategicInvestmentSymposium #InvestmentStrategies #Leadership