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St. Louis, MO 63017

(314) 434-6200

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Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money

Welcome to Veritas Advisors, LLC

St. Louis Financial Advisors

Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company's retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place.

Goals are not something that happens overnight, but something we can achieve by taking a step foward each day. Veritas Advisors prefer to start by asking the simple question: What have you only previously talked about that you would now like to pursue?


Helpful Content

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.


Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Rightsizing for Retirement

What does your home really cost?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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