Verax Advisors, LLC is a Boston-based independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties. Their mission is to provide objective, comprehensive financial advice and integrated services, including personalized investment management, detailed financial planning, and tax strategy, primarily for individuals, high-net-worth individuals, trusts, and estates.

Founded in

United States