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Veery Capital, LLC

EST. AUM
$971,383,003

CONTACTS
4

CLIENT ACCOUNTS
804

Firm Details

Metro area Philadelphia
CRD Number 298465
Website veerycapital.com
Client types

Overview

Veery Capital was founded in 2012 by Chris Benfer and Matt MacNeal, with a vision to provide exceptional financial planning services centered on strong client relationships. The firm is built on trust and a commitment to helping clients achieve their personal goals. In 2020, Veery Capital enhanced its diversity and succession plan by promoting Cortney Milner and Kathleen Simolike to partners. In 2021, the company rebranded to Veery Capital to better reflect its expertise and the values of its team.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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