Our Story
Our roots date back to 2004, when Chris Benfer and Matt MacNeal first envisioned a financial planning practice to deliver the best possible experience for clients.
Since our founding in 2012, we’ve prioritized genuine connections between advisors and clients, built on a foundation of trust and dedication to meeting individual goals. In 2020, we strengthened our firm’s gender diversity and long-term succession plan with the promotion of Cortney Milner and Kathleen Simolike to partners at Veery Capital.
In 2021, we launched our rebrand to Veery Capital, motivated to update our name and branding to represent our expertise and who we are as a team.
Our Team
The Veery Capital team is here to help you meet your goals. Learn more about us.
The Veery Capital Way
Veery Capital is equipped to meet your organization’s needs.
Custom Solutions
We know that everyone’s financial goals and needs are different. From big shifts to small changes, we have an expert, committed team ready to meet your needs. Our holistic financial wellness program – and our fee-based pricing model – means that we’re committed to doing what’s best for you.
Passionate About Results
We work with individuals and businesses to identify goals and design a solution that fits the specific need. Our process goes beyond basic investment analysis, and focuses on results, all while protecting the fiduciaries from unnecessary risk.
Consistent and Proactive Counsel
At Veery Capital, we’re committed to offering top-tier support to our clients. The world moves quickly, and in today’s financial landscape, an annual meeting isn’t enough. That’s why we’re always available to answer questions from our clients.