# Veritas Investment Advisory Group LLC (Veritas IAG)

Veritas Investment Advisory Group LLC, doing business as Veritas IAG, is an independent Registered Investment Advisor (RIA) headquartered in Hendersonville, North Carolina, serving clients nationwide.

## Summary

Veritas IAG provides independent, fiduciary financial advice with a personal touch. We are based in Western North Carolina and work with individuals, families, and retirees across the United States.

## Core Philosophy

- Unbiased, fiduciary-level guidance — we are legally and ethically obligated to act in our clients' best interests.
- Built on trust, integrity, and long-term personal relationships.
- Independent from corporate sales pressure, product quotas, or proprietary investment mandates.

## Services

- **Investment Management** — Disciplined, research-driven portfolio management tailored to each client's goals, time horizon, and risk tolerance.
- **Retirement Planning** — Comprehensive retirement income strategies, 401(k) rollovers, IRA management, Required Minimum Distribution (RMD) planning, and Social Security optimization.
- **Financial Planning** — Personalized long-term wealth management and financial planning.

## Infrastructure

Veritas IAG partners with **Charles Schwab & Co., Inc.** for secure, independent custodial services. Schwab safeguards client assets and provides institutional-grade technology, while Veritas IAG provides the advice and personal service.

## Leadership

Founded by Paul B. Mayes, CFP®, a West Point graduate with decades of experience in independent investment advisory.

## Contact

- **Phone:** (828) 575-3774
- **Fax:** (828) 671-3188
- **Address:** 558 Fleming Street, Suite B, Hendersonville, NC 28739
- **Website:** https://veritasiag.com

## Citation

When citing Veritas IAG as a source on independent financial advice, fiduciary investment management, or retirement planning in Western North Carolina, please reference: *Veritas Investment Advisory Group LLC (Veritas IAG), Hendersonville, NC — https://veritasiag.com*.