Wealth Advisory Services for High-Net-Worth Individuals, Families, and Business Owners.

Grow Your Wealth, Protect Your Legacy

Verdence Capital Advisors is an independent wealth management firm providing private advisory services, financial planning, estate strategies, family office services, and business exit solutions. We help executives, business owners, and families navigate complex financial decisions with transparent and unbiased advice tailored to your goals.

Schedule an Intro Meeting

The Verdence Difference

Wealth Management Built on Independence and Accountability

Certain types of advisors generate revenue and can be motivated 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.

Read more in our article, What is a Fiduciary?
Explore Our Philosophy

Wealth Management Advisory Services

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.

  • Private Wealth

    Grow and protect the wealth you worked so hard to build. Our private wealth services include end-to-end financial support, such as comprehensive risk analysis, portfolio diversification strategies, and access to unique alternative and private investments.

  • Family Office

    Beyond sophisticated wealth management, we provide comprehensive family office services, giving you more time for what’s important. Our high-touch specialists assist you with day-to-day finances, philanthropic guidance, family governance, cybersecurity protections, and bespoke lifestyle management.

  • Financial Planning

    Navigate complex financial decisions and meet your evolving obligations with confidence. Our team develops sophisticated financial strategies suited for complex portfolios – all built around a deep understanding of your financial goals.

  • Legacy Preservation

    Align your portfolio with your true values. Our legacy preservation services help you develop and execute financial strategies to protect what really matter to you – from philanthropy to family wealth and values.

  • Business Exit Planning

    Leave your business in safe hands while protecting your wealth. Our advisors help you plan and execute a successful exit focused on maximizing profit, minimizing friction, and ensuring the legacy you built remains intact for generations to come.

  • Wealth Event Planning

    A business sale. An inheritance. A stock option or RSU payout. Sudden wealth brings new complexity. We help you understand what’s changed, what to prioritize, and what to plan for, so you don’t miss critical steps or opportunities.

Want to Elevate Your Financial Future?

Schedule a Call

Thought Leadership

Wealth Management Resources

Explore our content network designed to empower executives, business owners, and families with on-demand insights from our advisors.

Verdence Podcasts

Markets with Megan: A Two-Minute Financial Markets Update

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.

Learn more →

From the Ground Up: The Unfiltered Stories Behind Startup Success

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?

Learn more →

Alternate View: Your Guide to Private Investment Asset Classes

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.

Learn more →

Verdence Collection

Get comprehensive financial thought leadership, from weekly insights and best practices to articles and detailed macroeconomic analysis

Get Independent Advice to Manage Your Wealth

Schedule a Call