Veratis Advisors, Inc.

Veratis Advisors is an independent advisory firm at Crescent Green in Cary. The work splits into two halves: corporate retirement plans on one side, personal wealth management on the other, both handled by the same team.

Reputation is earned is the firm’s motto, and it has 25 years behind that claim. Veratis says it built a reputation for quality by aligning its priorities with those of its clients, and it points to the strategic thinking of its team for the edge it has in key areas.

What to know

• The firm describes its culture as client-focused.
• It says that culture has given it a competitive edge in several areas.
• The firm operates independently of a parent company.