CFP®, CPA/PFS, MBA
Veritas Wealth Management LLC
CFP®, CPA/PFS, MBA
Veritas Wealth Management LLC
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Troy Knighton, CFP®, CPA/PFS, MBA
Fee-Only financial planner located in Salt Lake City, UT, serving clients locally and across the country
Troy Knighton is a Salt Lake City, UT fee-only financial planner. Veritas Wealth Management LLC provides comprehensive financial planning, tax planning, and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Troy Knighton is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Troy Knighton is the founder of Veritas Wealth Management located in Salt Lake City, UT.
I am a multifaceted advisor who helps individuals, families, and businesses achieve long-term financial goals. I work with a variety of entities including trusts, partnerships, not-for-profit organizations, and retirement plans. As a Certified Public Accountant, I am particularly well qualified to assist clients with complex tax and estate planning needs. You do not have to be a Certified Public Accountant to be a financial advisor, but there are significant advantages to having an extensive knowledge of the tax code when doing financial planning.
In 2012, I founded Veritas Wealth Management, LLC, partnering with some of the nation’s premier wealth management solution providers to bring my vision to life.
My dedication to working on complicated tasks efficiently and effectively allows me and my clients to spend more time doing the things we love. As a devotee of the outdoors and family, I strive to live a life of adventure. My wife Melissa and I enjoy traveling and camping with our two daughters, whom we are currently homeschooling through a global lens. When I am not helping people avoid costly financial mistakes, you can find me mountain biking, rock climbing, or backcountry touring with my split-board.
Troy Knighton is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Veritas Wealth Management, LLC is a fee-only Registered Investment Advisor that helps clients achieve their financial freedom, life goals and dreams through sophisticated financial planning and investment management, thereby simplifying their life and giving them peace of mind so they can focus on things most important to them.
Veritas Wealth Management, LLC believes - and an overwhelming amount of evidence supports us - that the market's built-in efficiency means that attempting to pick individual equities is an exercise in futility. Instead, we advocate a practical, academically grounded approach that eliminates all the guesswork from investing.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Troy Knighton is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Troy Knighton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Troy Knighton is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Troy Knighton is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Veritas Wealth Management LLC is an Approved Dimensional Funds Advisor
Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Veritas Wealth Management LLC is a Member of Buckingham Strategic Partners
We know there are thousands of advisory firms that claim to deliver great experiences for clients. There are also national-level firms delivering cookie-cutter experiences to their clients. Our vision combines the best of both worlds — to provide the personal experience to clients, supported by the broader resources of a larger firm. We believe this is the optimal path forward not just for us, but for all clients we serve.
Working with Buckingham Strategic Partners means a collaboration with an organization of industry experts, operations specialists and national thought leaders that helps our firm achieve more for our clients. By partnering with Buckingham, we have significantly more capabilities than many advisory firms that have large staff. We gain a team of professionals—advisors, investment analysts, operations experts and national thought leaders – all with the goal of enhancing the experience we’ve created for our clients.
Contact Troy Knighton
2180 South 1300 East
Salt Lake City, UT 84106