Verdence is a private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with offices in Northern Virginia, Naples, Florida, and Boston, Massachusetts. As wealth management advisors for high-net-worth individuals and families, we understand that substantial wealth presents bespoke opportunities as well as unforeseen obstacles.
Our strategy is based on:
- Sophisticated financial strategies suited for complex portfolios
- Planning for the preservation and transference of wealth for future generations
- Comprehensive risk analysis and due diligence across asset classes
- Unique access to alternative and private investments
Managing nearly $4 billion in client assets,
Verdence provides personalized service focused on in-depth financial planning and advice serving family office, and business owners and entrepreneurs with M&A strategic transactions.
We proudly advise high-net-worth clients regionally in the greater Washington, D.C., Alexandria, Baltimore, Naples, and Boston areas, with service extending throughout the country with our financial planning-based, fee-only structure.
Independence is one of our greatest strengths. Our role as an independent fiduciary is at the center of everything we do. We are bound to a fiduciary standard that requires us to put our client’s interests above our own. We provide complete transparency on the fees you pay for advisory services. This product-agnostic approach allows us to remain focused on your financial objectives, values, the legacies you wish to fulfill, and the financial solutions that we believe are best suited for you. We work for you and only you. Period. Your best interest is our focus.
FIDUCIARY COMMITMENT
We are beholden only to our clients’ best interests. We deliver risk-adjusted comprehensive, bespoke advice and financial planning. We provide full transparency of our counsel, investment solutions, reporting, and our compensation. We remain independent from any bank, broker-dealer, insurance company, or custodian and do not create products to sell or price any public securities.
When it comes to finding a financial partner to help you manage your wealth, the decision is both personal and financial. It goes beyond expertise and services. It’s the support of your advisors running alongside you, your family, and your life events. We understand that strong wealth management goes beyond just making investments—
It’s also about leaving a legacy.
“We believe that investing your assets should be a thoughtful and deliberate process. It should include learning your family’s story, identifying comprehensive goals, defining your appropriate time horizon, and assessing your risk tolerance.”
All of these factors are discovered and/or identified during the planning phase of the process. With Financial Planning being the foundation of our practice, many of our team members have earned the CFP® designation. It takes professionals who understand the importance of maintaining a sensible path to help you reach your financial short-term and long-term aspirational goals.
Once the plan is in place, we then tailor a customized investment portfolio that considers several factors, including your time horizon, investment objectives, and risk tolerance.
We aim to responsibly and reliably oversee your assets so that you will have the freedom and independence to pursue the things that you love.
We strive to exceed your expectations of what wealth management should be, focused on building and preserving what you value so you can enjoy your lifestyle, take care of your family, and pursue the goals for your financial future.
CORE VALUES
Wealth is a notion that is extremely personal. It is about building upon your life’s work to provide for yourself and more importantly, your family.
OUR MISSION is to exceed the best interests of our clients.
We advise individuals, families, and business owners in the daily activities and significant events that help advance their financial lives. We are passionately independent in the representation of our clients. It is our people, strategic planning, and collaborative environment that focus on the preservation and growth goals of our clients’ financial assets and their family legacy.
ENGAGEMENT
Trust, Independence, and Education are at the foundation of every successful financial advisory relationship.
A TEAM Approach to your Success
Verdence is an independent private wealth advisory firm that delivers a truly customized experience through a highly-engaged, sophisticated team. Our deep and broad experience and entrepreneurial vision guides you confidently through pivotal financial milestones and evolving life events.
Your Dedicated Wealth Partner.
We’re more than just wealth advisors—we’re your dedicated financial partners. Our independent firm combines deep industry knowledge with personalized attention. Our goal is to provide you bespoke strategies and sophisticated financial planning to guide you through life’s most significant financial milestones.
How do we tailor wealth strategies to your unique situation?
We begin by listening. Our team takes the time to understand your goals, risk tolerance, and life and family circumstances. We then create a comprehensive plan that adapts to your evolving needs. Whether you’re planning for retirement, managing a business transition, or leaving a legacy, we seek to provide the insights and strategies that align with your aspirations and vision for the future.
We advise our clients by:
- Considering tax efficiency in a regulatory environment that is ever-changing
- Striking a balance between long-term future growth goals and today’s liquidity needs
- Including philanthropic objectives alongside comprehensive wealth strategies
With our team’s extensive experience managing complex financial issues, we are able to offer knowledgable, nuanced advice. Clear communication is essential to ensure you understand every recommendation.
Educational content exploring what’s happening in the world and how that may affect overall investing strategies is an important resource for clients. CEO, Leo Kelly, and Chief Investment Officer, Megan Horneman, conduct quarterly Market Insights Commentaries on world events that affect the global markets. We create weekly insights, white papers and articles about the topics that matter most to our clients.
“You can’t fake caring nor passion. I am blessed to have a team with an abundance of both.”
—Verdence CEO, Leo J. Kelly
