The Verdence Difference
Many advisors generate revenue by selling you specific investment products, even if they’re not the best choice for your portfolio. At Verdence, we are an independent fiduciary. This means we focus on aligning with your best interests and financial goals and are not influenced by commissions or sales incentives.
At Verdence, wealth management is just the beginning. We integrate complex financial planning, business exit strategies, alternative investments, and family office services with concierge-level support tailored to each client’s needs.
Thought Leadership
Explore our content network designed to empower executives, business owners, and families with on-demand insights from our advisors.
Empower yourself with knowledge, one fact at a time. Markets with Megan is a two-minute financial markets podcast hosted by Megan Horneman, the CIO of Verdence Capital Advisors. Megan provides experienced analysis and in-depth insights that go beyond the daily headlines to unravel the economy’s intricacies and indicators.
Host Leo Kelly, CEO at Verdence Capital Advisors, talks with business owners and CEOs to uncover the grit, passion, and perseverance it takes to build something From the Ground Up. You’ll hear candid conversations and the raw stories behind their business success. How did they start? What challenges did they face? What hard lessons did they learn? When will they exit?
Why do alternative investments matter in today’s portfolios? How do the risks differ from investing in publicly traded companies? Alternative investments are becoming increasingly important in modern portfolios, but their risks and benefits often remain misunderstood.
Get comprehensive financial thought leadership, from weekly insights and best practices to articles and detailed macroeconomic analysis
