Verus Financial Partners earns RTD The Best for 2026 nomination

Retirement planning can be complicated, to say the least. With clarity, care and attention to detail, Verus Financial Partners simplifies the process to help clients plan for the future of their dreams.  

“What makes Verus different is our integrated approach,” said Dave Kozlowski, CFP^®, EA, president of Verus. “We bring financial planning, investment management and tax services together under one roof, allowing us to see the full picture for every client.”

Rather than focusing on any one single aspect of a client’s financial status, Verus planners coordinate all the moving pieces to inform decisions with confidence, building long-term customer relationships to provide sound guidance through every stage of life.

In recognition of that strong dedication to client service, Verus Financial Partners has been named a top five finalist for the Richmond Times-Dispatch’s The Best for 2026 awards in the Best Local Financial Planner category. Online voting took place between July 15 and Aug. 2; winners are set to be announced in September. 

“Being named a top five finalist has been a meaningful honor for our entire team,” Kozlowski said. “It’s reinforced the value of the work we do and serves as a reminder that our commitment to clients is making a difference. The recognition has created a sense of pride throughout the firm, as well as with our clients, and it’s offered us a way to celebrate the relationships we’ve built over the years.”

Verus also views its RTD The Best nomination as an opportunity to showcase the culture and values that make it a great lifelong partner.

“People tend to think that we’re just interested in assets and growth, but we want to demonstrate that we’re so much more than that,” Kozlowski said. “We’re invested in you as a person over the long run, not just in your immediate finances.”

Thanks to Verus’ team-based approach, clients benefit from the knowledge and experience of the entire staff. The partners feel that this collective structure helps to ensure continuity, encourages the sharing of ideas and ultimately leads to a better overall customer experience.

“We’re proud of our culture that values learning, collaboration and service,” Kozlowski said. “We invest in professional development, share knowledge across departments and regularly recognize the everyday moments when team members go above and beyond for our clients.”

As an active partner in the Richmond community, the Verus Financial team looks forward to celebrating alongside their fellow nominees at the RTD The Best of 2026 event this month. 

“This is a great opportunity for us to connect with members of the local business community and reflect on the support we’ve received from our clients and colleagues throughout the years,” Kozlowski said. 

To learn more about Verus Financial Partners or to schedule a consultation, please call 804.592.3465 or go to verusfinancialpartners.com.

Important disclosure information from Verus Financial Partners: Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Verus Financial Partners [“Verus]), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, no portion of the foregoing content serves as the receipt of, or a substitute for, personalized investment advice from Verus. Neither Verus’ investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Verus is engaged, or continues to be engaged, to provide investment advisory services. Verus is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Verus’ current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available upon request or at verusfinancialpartners.com. Please Remember: If you are a Verus client, please contact Verus, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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