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  • Hunt Valley, MD Office

    50 Schilling Rd, Suite 300, Hunt Valley, MD 21031
    Office: 410.472.5380  |  Toll free: 888.698.6698

  • Concord, MA Office

    33 Bradford Street, Concord, MA 01742
    Toll Free: 888.698.6698

  • Old Town, VA Office

    44 Canal Center Plaza, Suite 550, Alexandria, VA 22314
    Office: 703.349.0699  |  Toll Free: 888.698.6698

  • Naples, FL Office

    5551 Ridgewood Dr, Suite 303, Naples, FL 34108
    Office: 239.236.4333

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

Stream full episodes of our leading financial advisory 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.

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?

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.

Verdence Resources

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