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

One of our greatest investments is our people. We encourage you to meet our talented Team.

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

Watch or Read “Saddle up for a Highly Contentious Election Year”

Watch Leo Kelly sharing Verdence Views with Fox Business

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.