meet the team

    Here at Vernick Financial Planning, we take great pride in our ability to serve a wide range of clients, whether you're a family, business owner, or organization, by using a team-centered holistic approach to handling all of your financial needs. So if you're just starting to plan, save, and invest, or, you've been contributing to your future for many years, our team at Vernick Financial Planning (with over 50 years of combined experience) has got you covered. We have the right amount of know-how, talent, and compassion to help you reach your goals and objectives.
Come sit down with us for a complimentary review!                                                                                        
    Have you ever wished you had one secure website to view your banking, lending, insurance, and investment accounts all in one spot, do some easy-to-understand financial planning to help answer your burning questions like, "When can I afford to retire?", and that one place to safely store your personal records in a digital vault? 
    If you answered Yes to that question, please click on the link below to watch a short video about our newest benefit for all of our clients!