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.”
We help financial advisors seamlessly transition to independence with personalized support, compliance guidance, and operational setup.
You didn’t go independent to become a full-time marketer, but growth still matters. At Veranovia, we provide the tools, content, and guidance to help you attract ideal clients, deepen relationships, and scale with intention. From proven outreach systems to ongoing coaching and back-end support, we help you grow with clarity, not guesswork. You bring the vision. We help you build the engine.
As your firm scales, your people are your greatest asset. We provide strategic human capital support, including hiring guidance, team structuring, and culture development, to help you attract, retain, and develop the right talent for every stage of growth.
Plan your future with confidence—our succession solutions help advisors protect their legacy and monetize their book of business.
Join live, high-impact sessions featuring real-world strategies, proven growth tools, and insight from advisors and experts across the Veranovia ecosystem.
