2023 Themes and Outlook report from CIO, Megan Horneman. Click here to watch

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

We are seeking a Performance Reporting Analyst to join our dynamic team. Are you–or do you know–someone who is highly organized, with keen attention to detail? Learn more!

Are you ready to grow your business and offer your clients an enhanced 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 an authentic experience.