Mark Amberg Joins Verdence as an Advisor in the Firm’s Fast-Growing Alexandria, VA Office
Highly experienced professional brings decades of wealth planning knowledge, client-first philosophy to the Verdence Capital Advisors team
Baltimore, MD – June 16, 2023 – Verdence Capital Advisors (“Verdence”), a leading private wealth advisory firm, is today announcing that Mark Amberg has joined its Alexandria, Virginia office.
Mr. Amberg joins Verdence with more than 25 years of experience in helping individuals and families build comprehensive plans that account for their current lifestyles, future needs, and goals for leaving a lasting legacy. He began his career in wealth management with Citi Smith Barney, later Morgan Stanley Smith Barney, in the mid-1990s, before making the move to Merrill Lynch Wealth Management, where he spent more than a decade as a Wealth Management Advisor and Senior Vice President.
Before joining the financial services field, Mr. Amberg spent nearly eight years in the U.S. Air Force, remaining an Executive Officer with District of Columbia Air National Guard for more than 20 years following his time with the Air Force.
“While others talk about service, Mark lives it, and I could not be more excited to welcome him to our team,” said Leo Kelly, Founder, CEO & Partner with Verdence. “His dedication to his clients and his craft are evident from the first time you speak with Mark and I know he will be a tremendous asset as we continue to build our footprint in the Alexandria and greater D.C. area.”
In addition to his decades of experience, Mr. Amberg has also earned a number of key industry credentials, including that of Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Chartered SRI Counselor (CSRIC).
“Constant improvement and continued education are key in being able to effectively act as both sounding board and advocate for my clients and their families, particularly as the capital markets have become less predictable and the process of wealth planning more complex,” added Mr. Amberg. “Verdence is also dedicated to constantly increasing its scope of services, which was something that instantly drew me to the firm. Being able to provide my clients with a range of goals-based wealth planning services to go along with income planning, tax planning, legacy planning and more, means we can deliver a truly comprehensive range of solutions to some of life’s most challenging problems. Joining this talented team of fiduciary advisors allows me to provide unbiased advice and act only in the best interests of my clients. I’m excited about all we are going to be able to accomplish together.”
# # #
About Verdence Capital Advisors
Verdence Capital Advisors is a nationally-recognized private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with an office in Northern Virginia. Committed to the principle that advice should be transparent, customized and given without bias, true independence is one of the guiding principles of Verdence Capital Advisors.
For more information, visit: www.verdence.com
# # #
Craft & Capital