Planning first. People always.
Veranovia is not about one firm or one leader. It is about advisors uniting with a shared purpose to innovate, grow, and serve clients in new ways. When we learn from one another and push the profession forward together, we create lasting change for both advisors and the people they serve.
Founder/ CEO of Vera Planning
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At Veranovia, growth is not just about numbers. It is about building a future that reflects your vision. Like a tree with deep roots and expanding branches, your business can stand strong while reaching for new opportunities. We provide the fertile ground, steady support, and open space for you to grow without limits.
Support designed for practices of every size, from start-ups to $10 million businesses and beyond
Your CRM records, planning files, and workflows remain yours at every stage
Wealthbox, eMoney, Microsoft 365 E5, SharePoint, MyRepChat, and YCharts all working together
A history of building and scaling top advisory teams at MetLife, Prudential, and MassMutual’s Capstone Financial
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Veranovia is guided by bold leadership and strengthened by the insight of partner firm executives. Led by CEO David Feldstein and powered by a network of accomplished leaders, we bring decades of hard-won expertise in building, scaling, and supporting high-performing advisory firms. This collective strength ensures that whether you are a solo practitioner or leading a multi-million dollar enterprise, you have access to the clarity, tools, and guidance to accelerate growth and lead with confidence.
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CEO
David Feldstein is CEO of Veranovia, leading with 20+ years of experience to support independent advisors through tech, strategy, and people-first operations.
From his leadership at Vera Planning, Arthur Bush extends a commitment to Veranovia’s growth, guiding the network as a collaborative space where advisors elevate one another and the profession itself.
Customized financial, business, and strategic planning for individuals and companies across life stages – from comprehensive plans to complex transitions. Emphasizes thoughtful design, execution, and advisory support.
Matt Carter, leads client acquisition at Vera Planning, combining strategic marketing insight with a passion for helping advisors build lasting client relationships.
Drew White, VP of Revenue, brings both leadership and analytical depth to Vera Planning, supporting affiliates with the insights and resources of his Private Wealth Group.
Founder & CEO of Benzor Capital Wealth.
Shaping the future of wealth management by combining innovation, independence, and research-driven strategies that put clients at the center.”
ChFC®, CLU®, MA, MS
Founder of Solvance Wealth. A dedicated leader who blends strategy, heart, and experience to help clients navigate financial complexities with clarity and purpose.
“Together, this leadership network strengthens Veranovia, giving every advisor access to collective expertise, proven systems, and a vision for the future of independent advice.”
