ABOUT US
In 1995, Ray Veach established Independent Financial Advisors, Inc., a fee-only registered investment advisory firm. Solely through personal relationships and referrals, the firm grew to approximately $60 million in assets under management by 2018. Ray’s son, Reid Veach, became a financial advisor and joined the firm in 2018 and started immediately working with Ray’s clients and his own. Reid’s wife, Eryn Veach, also joined the firm as Office Manager in early 2021 to assist with the growth. In early 2023, Independent Financial Advisors, Inc. began doing business as Veach Family Financial. Currently, there are about 150 clients with approximately $110 million of assets being managed by Ray and Reid. Ray owes this sudden growth to many factors, one being the increase in resources and personnel that has allowed him to spend more time working with clients on short and long-term tax planning as it relates to their investments. Ray has been doing taxes as a CPA for over 40 years and he believes this experience has aided in helping his clients manage the largest expense they will see in retirement: taxes.
OUR MISSION
Our mission at Veach Family Financial continues to be providing highly responsive, personalized service. As a fee-only investment firm, we are not restricted to any certain investment products or services, which allows us to work exclusively for the benefit of our clients based on their individual objectives.
We aim to earn each client’s trust by fully understanding their specific circumstances, goals, and risk tolerances upfront. We then use this information to provide knowledgeable, objective advice to assist our clients in making thoughtful financial and investment decisions. Through transparent operations and open communication, we work together with our clients.
MEET OUR TEAM
Ray Veach
President | Chief Compliance Officer
Reid Veach
Senior Vice President | Chief Investment Officer
Eryn Veach
Chief Operations Officer