Veritable Financials is a fee-only Registered Investment Advisory firm, registered with the state of PA and TX. Fee-only means that our firm and its professionals are compensated solely by client fees and receive no commissions, rebates, or compensation from third parties for investment recommendations. The material provided in this website is for educational purposes.

These materials have been independently produced by Veritable Financials. Veritable Financials is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Veritable Financials provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction. Veritable Financials has selected Charles Schwab & Co., Inc. as a custodian for our clients’ accounts. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.

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