VEERY CAPITAL
2025 was a year of meaningful milestones for Veery, and we’re excited to share a few highlights-along with what’s on the horizon for 2026.
In December 2020, we set an ambitious five-year goal: surpass $1billion in assets under management – while staying relentlessly focused on long-term outcomes for individuals and retirement plans. Today, we’re proud to share we didn’t just reach that goal – we exceeded it. This milestone reflects the trust our clients place in us, our continued commitment to exceptional service, the strength of our growing team, and a disciplined approach that keeps us moving forward.
That milestone is bigger than a number – it represents momentum, opportunity, and a platform to create even more impact.
This November, our 10-year partnership with Rise Against Hunger reached another exciting milestone as we packaged our 100,000th meal. We’re grateful to support their mission to advance food security worldwide, and thankful to everyone who has joined us in making this impact possible.
And we’re putting that momentum to work. We’ve officially started remodeling a second Veery Capital office on Market Street in West Chester. Wilmington will remain our “global headquarters,” while West Chester will give us an additional, convenient space to meet with clients. We can’t wait to share updates – and announce our official opening the first half of 2026.
-1.png?width=276&height=276&name=New%20WC%20office%20(LinkedIn%20Post)-1.png)
Our growth is also about the team behind the work. In 2025, we welcomed Hailey Petetti and Ciana Riccardo, and they’ve hit the ground running – already making a meaningful impact across the firm.
.jpg?width=314&height=314&name=Ciana%20Riccardo%20(Website).jpg)
Hailey Petetti Ciana Riccardo
Client Service Associate Operations Associate
Retirement Plan Services
And yes…more Veery babies! In October, Kate Muckle (and her husband Tyler) welcomed Walker! Then in February, Brianna DiFrancesco (and her husband, Anthony) welcomed Anthony – making Walker an official big cousin to start 2026! Congratulations to both families!
Walker Jacob Muckle Anthony Charles DiFrancesco
10/18/25 2/6/2026
W: 9lb | H: 21 1/4in W: 7lb 14oz | H: 20in.
THE MARKETS
In 2025, the broad equity market delivered another strong year, marking the third consecutive year of double-digit returns. The S&P 500 finished the year up 17.9%, supported by a resilient economy and solid corporate earnings. Looking ahead, analysts continue to project healthy earnings growth into 2026 and 2027 (Yardeni Research).
Corporate fundamentals remain encouraging. Profit margins reached their highest levels in more than a decade, reflecting strong productivity and disciplined cost management (FactSet). While employment growth has moderated, rising productivity has allowed companies to increase wages without fueling inflation—an important backdrop for sustainable economic growth.
We are mindful that today’s market is more concentrated in a small group of large technology companies, and that valuations are elevated in certain areas. Rather than attempting to time markets, we believe disciplined
Market volatility and periodic corrections are inevitable, but they are also expected parts of long-term investing. History consistently shows that staying invested and adhering to a well-constructed financial plan is far more important than reacting to short-term market movements.
While markets will always fluctuate, it is your long-term financial plan—grounded in conservative assumptions, regular rebalancing, and a focus on what you can control—that has enabled our clients to progress toward their goals with confidence for more than 30 years.
COMMUNITY INVOLVEMENT
In addition to our milestone with Rise Against Hunger, our partnership with the Boys & Girls Club of Delaware continued to grow in meaningful ways. Our board involvement expanded, committee engagement deepened, and team members volunteered as mentors for the Youth of the Year candidates, supporting them as they prepared their essays for the competition. We were also honored to attend the ceremony celebrating these outstanding young leaders. We remain deeply committed to the important role the Club plays in supporting and empowering youth across Delaware.
As we continue to seek out meaningful events to support and attend, we were proud to sponsor Stanley’s Golf outing for the 6th consecutive year. We were also excited to have newly sponsored Zarwin Baum’s Monday Night Madness benefiting Easterseals of Southeastern Pennsylvania. Both events fostered community and connection, and we look forward to building new relationships while continuing to make a positive impact locally.
.png?width=347&height=219&name=image%20(4).png)
-1.jpg?width=222&height=221&name=Group%20Photo%20(up%20close)-1.jpg)
PROFESSIONAL GROWTH & RECOGNITION
Cortney, who leads our Retirement Services Team, for the second year was named a NAPA Top Advisor Under 40 recognizing the industry’s emerging leaders. In addition to Cortney’s individual recognition, the entire Retirement Plan Services Team, (Brianna, Sarah, Hailey and Chris), were recognized by NAPA as one of the Top Defined Contribution (DC) Advisory teams for the third consecutive year.
Hailey Petetti also started her career at Veery earning her Introduction to Retirement Plans Certificate, further strengthening her foundational knowledge of employer-sponsored retirement plans, fiduciary responsibilities, and plan operations.
While we were honored to receive industry recognition this year, our continued participation in educational conferences and certification programs is what truly fuels our growth. In 2025, team members traveled to five conferences across the country, along with numerous regional meetings, to stay connected with industry leaders and best-in-class resources.
%20cropped.jpg?width=251&height=320&name=Kelly%20%26%20Kath%20(outside%20photo)%20cropped.jpg)
.jpg?width=345&height=320&name=Group%20Photo%20Inside%20(zoomed).jpg)
As always, professional development remains at the core of how we serve our clients. As we move into 2026, several members of Veery Capital are pursuing new certifications and designations, while continuing to expand their knowledge and growth within the industry.
TECHNOLOGY
Our investment in technology continues to pay dividends in our ability to deliver services to our clients. The tools we use continue to become more impactful in saving time, reducing human error, and allowing us to spend more of our time personally interacting with the clients we serve.
Looking toward 2026, we’re preparing to roll out new software and mobile applications designed to elevate the client experience and expand the services we provide.
Within our Individual Services Team, we’ve deepened our use of eMoney Advisor as part of our financial planning offering. In 2026, eMoney will launch an upgraded client portal featuring enhanced security, improved usability, and a more collaborative interface – along with a mobile app that provides simplified, on-the-go access to our clients’ financial plans.
Meanwhile, our Retirement Plan Services Team has begun rolling out a centralized resource hub for our retirement plan clients. This platform gives employees (401k participants) and new hires a single access point to connect with their Veery Capital representative, review plan documents, and log directly into their 401(k) participant website. It also includes educational videos covering topics such as Roth vs. traditional contributions, beneficiary designations, and retirement savings strategies.
These enhancements represent just a glimpse of what’s ahead. We’re excited the added value these platforms bring and look forward to sharing more updates and the year progresses.
THANK YOU
We are deeply grateful for the trust and confidence you've placed in us. We look forward to strengthening our relationship and continuing to grow together in 2026.
THE VEERY CAPITAL TEAM
Not Pictured: Robert Welch and Kate Muckle
