White Paper report “The ABCs of Easy Money” from CIO, Megan Horneman. Click here to watch

To ensure the preservation and growth of our clients’ financial assets and their family heritage.

Connect with our dynamic client service and subject-matter experts.

Are you ready to grow your business and offer your clients an exceptional experience? We invite you to learn more about joining the Verdence advisory team.

Independence is a key factor in providing clients a customized solution.

Our name Verdence means True Independence. It is derived from the words Veritas—Latin for truth—and independence.

Our team approach delivers a truly authentic experience.