Custody: Fidelity Investments
Mike's mission is to support and advise his clients on reaching their financial goals. Mike generally works with clients that are business owners, receive equity compensation (RSU's, stock options, equity awards, ESPP's, etc.), or are transitioning into retirement. Being a company shareholder himself, Mike understands the risks, rewards and complexities that come with equity ownership.
Mike earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from the College of Saint Rose. He holds both the Certified Financial Planner, CFP®, and Certified Investment Management Analyst CIMA® designations. In addition to his Wealth Advisor role, Mike serves as the chairman of the Veracity Capital Investment Committee where he helps guide the firms investment philosophy.
Outside of the office, Mike, his wife Katrina and son William, can be found outdoors, hiking, traveling or on the local basketball courts.
We specialize in Wealth Management for corporate executives, business owners, high-income earners, and those planning for retirement. Veracity's depth and breadth of experience allow them to maintain and grow financial and psychological wealth responsibly, focusing on maximizing value and minimizing taxes.
Kevin Boutwell
CFP®, CIMA®
As a Wealth Advisor for Veracity Capital, Kevin's primary role is to provide customized investment solutions and comprehensive financial plans to clients. As a Partner, his duties include overseeing strategic projects, personnel, and business development with a strong commitment to continually enhance client service standards. Kevin is dedicated to the highest levels of client service by managing, maintaining, and growing client wealth responsibly and tax-efficiently. As a fiduciary and Certified Financial Planner, he believes a foundation of transparency and trust are key to a successful partnership between clients and advisors.
Prior to Veracity Capital, Kevin was a Vice President at AYCO, a Goldman Sachs Company, where he was responsible for advising clients on holistic wealth planning matters, including strategic and tactical asset allocation, retirement planning, cash-flow planning, trust & estate guidance, and general income tax issues. Kevin is a highly decorated veteran and former US Navy Pilot. His service included two tours forward deployed to Afghanistan in support of Operation ENDURING FREEDOM and an F-18 flight instructor tour.
He earned a Bachelor of Science in Mechanical Engineering from Georgia Institute of Technology and an MBA from Indiana University, Kelley School of Business.
Christie Mumpower
As a Client Relationship Manager for Veracity Capital, Christie supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support, and relationship management to ensure a best-in-class client experience. She is also responsible for supporting strategic internal projects.
Christie has more than 15 years of experience in customer service with the last seven years specific to the financial services industry. Her unique strength in operations and keen understanding of Veracity's systems makes Christie a key member of the service team which supports the advisors and provides a high level of service to their clients. Prior to joining Veracity Capital, Christie worked as a Senior Client Service Associate at an Atlanta-based RIA that services over 1 billion in assets.
Christie earned her bachelor's degree in Business Administration from the University of Virginia's College at Wise.
Hannah Liscom
As a Client Relations Manager for Veracity Capital, Hannah supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support, and relationship management to ensure a best-in-class client experience. She is also responsible for supporting strategic internal projects.
Hannah is dedicated to building meaningful relationships with clients and providing the highest level of service. Prior to Veracity Capital, she worked as an Insurance Account Manager for Harbor Insurance Agency. In this role, Hannah sold and managed Property and Casualty insurance products.
Hannah earned her Associate's degree from Palm Beach State College.
General Information |
| Name of Custodial Firm: | Fidelity Investments |
| Work Experience: | Mike is a Certified Financial Planner, CFP®, and Certified Investment Management Analyst CIMA®. Prior to becoming a Partner with Veracity Capital, Mike spent 8-years at Goldman Sachs, as a Vice President in their AYCO Division. Mike relocated from New York to Miami, FL in 2013 to expand the AYCO business in the South Florida market. While this was a successful endeavor for Mike and his clients, he ultimately ended up forming Veracity Capital, LLC with 12 of his colleagues in 2018 with a goal of creating a best in class wealth management business. |
| Advisory Services Provided: | Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, Alternative Investments, Annuities, Insurance, Mutual Funds, Commodities, Stocks |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Your Office, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
| Additional Details on Charges: | Our advisory fee is generally below 1% on assets under management. |
Education |
| Bachelor of Science in Finance - Finance | Coastal Carolina University
- Conway, SC 08/01/2004-12/31/2008 |
| Master in Business Administration - Business | The College of Saint Rose
- Albany, NY 01/01/2009-12/31/2011 |
Financial Services |
| Wealth Management
We create comprehensive financial and investment plans for our clients, which is inclusive of investment, tax, estate, insurance, employee benefits and retirement planning. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Advisory services offered through Veracity Capital, LLC, a registered investment advisor. Veracity Capital does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Atlanta and surrounding areas. |
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