Veery Capital

Boys & Girls Clubs of Delaware hosted their annual Youth of the Year Event showcasing a few of the state's inspiring young leaders! Not only was Veery fortunate enough to meet and work with a few candidates in preparation for the event but then witness the impactful speeches from the top three runners. It is an amazing experience to hear each of their personal journeys, the impact the clubs have had on them, and the goals they each have for the clubs and their own futures.     Now in its 78th year, the Youth of the Year program recognizes the nation’s most inspiring young leaders and empowers all youth to lead, succeed, and inspire!   Congratulations to Brandon Rogers, a dedicated member and employee of the Clarence Fraim Boys & Girls Club, on being named the 2025 George Krupanski Jr. Delaware Youth of the Year! Brandon will represent Delaware at the Northeast Regional competition in June, with a chance to earn an additional $20,000 scholarship and a spot in the National Youth of the Year finals in Washington, D.C.   To read more about the 2025 Youth of the Year winner, click the link below. https://lnkd.in/gYdUVwMv   #YouthOfTheYear #BoysAndGirlsClubs #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementPlans

Please join us in wishing a very Happy Birthday to our amazing teammate, Robert Welch RFC®! Hope your day was filled with lots of celebrating and joy!   #HappyBirthday #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementPlans

Happy National Pet Day from all of us at Veery! We're proud to share a few of the furry friends that bring joy to our lives. Take a moment to celebrate the unconditional love and happiness pets bring today and every day!   #NationalPetDay #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementPlans

Happy National Cocktail Day! We're raising a glass to celebrate and showcase a few standout beverages from some of our favorite restaurants in Wilmington, DE. Cheers to these delicious creations!   Bardea Food & Drink – Smoked Old Fashion (Old Overholt bonded rye, spiced simple, angostura)   Tonic Seafood & Steak – Italian Cosmo (pomegranate vodka, aperol italian liqueur, cranberry, lemon)   The Quoin – Rose & Mary Spritz (greek vermouth, cocchi rosa, lemon juice, cardamom)   #NationalCocktailDay #VeeryCapital #FinancialPlanning #WealthManagement #RetirementPlanServices

Congratulations to Veery's Institutional Team! For the 3rd consecutive year, Veery has been named in the National Association of Plan Advisors' (NAPA) Top DC Advisor Teams! This roster recognizes the nation's leading retirement plan advisor firms, focusing on teams with at least $100m in defined contribution (DC) assets under advisement. We are incredibly proud of this achievement and want to extend a huge thank you to our amazing clients and team for their continued trust and support! To learn more, click the link below.    https://lnkd.in/eyEhGi9H   #NAPA #TopDCAdvisorTeams #401k #RetirementPlans #VeeryCapital #FinancialPlanning #WealthManagement #RetirementPlanServices

Spring is here! A season of growth, renewal, and fresh opportunities. Just like nature, our goals and ambitions can bloom with the right care and dedication. Here’s to new beginnings and brighter days ahead!   #FirstDayOfSpring #Spring #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementPlans

Happy Birthday to Cortney Milner, AIF®! Hope your day is filled with happiness, fun, and celebration! #HappyBirthday #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning

Anxiety is the biggest presenting issue of employees seeking counseling, exceeding self-referrals for depression, stress, relationship issues, family issues, addiction, and grief. The direct consequences of untreated anxiety impact both employees and employers alike.   To read more click the link below.   https://lnkd.in/e4Grg5wE   #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementPlans #Fiduciary #401k

Kathleen Simolike, CFP® and Kelly Law attended the 2025 Orion Conference in Orlando, Florida, where they had the opportunity to dive into a dynamic experience filled with expert-led workshops, exclusive leadership briefings, and hands-on training! From networking with industry leaders to exploring Orion’s latest innovations, they gained valuable insights to bring back to the Veery team.   #OrionAscent #AllIn #Conference #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementPlans #Fiduciary #401k

Employers have the opportunity to play a critical role in guiding their workforce through changing economic conditions. By providing the tools, personalizing communications and promoting long-term investment strategies they can help participants better understand the impact.     To read more click the link below.  https://lnkd.in/e7s_qkr9 #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementPlans #Fiduciary #401k