Vera Planning
Who We Are
We exist to bring charity and confidence to every finanical descision.
At Vera, we put clients first. We listen closely, map out what matters, and then connect strategy to follow-through so plans turn into outcomes. The goal is simple - help you feel informed, in control, and supported at each step.
Our structure is built for service. One firm with clear roles across Administration, Operations, Techonology, Marketing, Planning, and Client Expierience. That gives you a coordinated team from the first conversation to long-term stewardship.
Our structure is built for service. One firm with clear roles across Administration, Operations, Techonology, Marketing, Planning, and Client Expierience. That gives you a coordinated team from the first conversation to long-term stewardship.
Our Values
Integrity and Objectivity
Collaborative Inclusivity
Human-Centric Innovation
Empowerment Through Education
Impact Through Service
True Planning
Vera Planning
Our Team Structure
Clear lines of ownership and collaboration so clients always know who leads each department and how to reach the right people.
Marketing
Leads brand positioning, market strategy, and demand generation initiatives. Oversees marketing operations to ensure brand consistency and the development of high-quality, compliant content. Strengthens external presence to drive awareness, engagement, and strategic growth.
Matt Carter
Department Head
Planning
Delivers customized financial, business, and strategic planning solutions for individuals and organizations across all life stages—from comprehensive plans to complex transitions. Emphasizes thoughtful design, disciplined execution, and ongoing advisory support.
Team Members
Client Experience
Leads client engagement, investment servicing, and tailored risk management across the full client lifecycle, from onboarding through long-term support. Ensures every interaction is professional, personalized, and strategically aligned.
Drew White
Department Head
Team Members
Administration
Provides executive support and oversight across governance, legal, and human resources functions. Ensures organizational alignment, upholds policies and frameworks, and manages talent systems to support a high-performing, people-focused workplace.
Arthur Bush
Department Head
Operations
Oversees internal execution systems, regulatory compliance, and key external partnerships that support organizational effectiveness. Drives consistency, efficiency, and strong vendor and affiliate relationships.
David Feldstein
Department Head
Tools We Use
These platforms power your planning experience from onboarding to ongoing reviews.
eMoney
Live dashboards, plan scenarios, and a secure document vault.
AdvicePay
Paperless agreements and predictable billing for planning engagements.
Wealthscape
Custody and account infrastructure for accurate, reliable execution.
YCharts
Clear portfolio visuals and research that support confident decisions.
Our Support System
trusted partners and governance that back every plan - so our advice is delivered consistently and in your best interest.
Compliance & Oversight Backbone
A collaborative network of experienced professionals and firms that share best practices, market intelligence, and resources to strengthen the quality of service for every client. The network also provides the compliance and oversight backbone – dedicated systems and governance that keep every recommendation, plan, and action aligned to ethical, regulatory, and operational standards.
Cambridge Investment Research, Inc.
Broker-Dealer
Our broker-dealer partner provides the regulatory foundation, operational support, and market access needed to implement investment solutions with integrity. Their infrastructure helps ensure suitability, transparency, and consistent execution.
