Affiliate Support Services

Advisor Transition Support

We help financial advisors seamlessly transition to independence with personalized support, compliance guidance, and operational setup.

Advisor-Centric Business Development

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.

Human Capital Support for Growing Firms

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.

Succession Planning For Advisors

Plan your future with confidence—our succession solutions help advisors protect their legacy and monetize their book of business.

Veranovia Exchange: Expert Webinars & Dialogue

Join live, high-impact sessions featuring real-world strategies, proven growth tools, and insight from advisors and experts across the Veranovia ecosystem.

David Feldstein

CEO

Arthur Bush

Affiliate Leadership

Nicholas Benzor

Founder & CEO of Benzor Capital Wealth.

ChFC®, CLU®, MA, MS

Affiliate Leadership

Affiliate Leadership

Affiliate Leadership

Built for advisors ready to own their future

Whether you're breaking away from a restrictive broker-dealer, outgrowing your OSJ, or ready to evolve beyond commission-only models, Veranovia provides the infrastructure you need without the platform control you don't. Join advisors who've made the leap to true independence with enterprise-level support.

"At Vera Planning, we believe planning should be rooted in data, integrity, and each client’s goals. Being part of Veranovia lets us stay true to that mission while gaining the strength of a network that shares our values. Together, we’re building a community of independent affiliates committed to elevating the lives of those we serve."

Steven Bush - Founder/CBO

Vera Planning

"Veranovia reflects our commitment to reshaping financial services. We built a platform by advisors, for advisors, where client needs come before corporate interests. Being part of Veranovia means driving meaningful change in an industry long overdue for it."

Stella DavisArthur Bush

Founder/CEO - Vera Planning

"Veranovia is redefining what financial planning can be. Advisors lead with innovation, clients always come first, and fiduciary duty is nonnegotiable. Joining this network is not just a business choice, it is a mission to transform our profession and create lasting impact."

Nick Benzor

CEO/Principal Planner

AFFILIATE SUPPORT

Advisor Transition Support

Advisor-Centric Business Development

Human Capital Support for Growing Firms

Succession Planning For Advisors

Veranovia Exchange: Expert Webinars & Dialogue

Built for advisors ready to own their future

Steven Bush - Founder/CBO

Stella DavisArthur Bush

Nick Benzor