Verdence is a private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with offices in Northern Virginia and Naples, Florida. We are committed to our role as Fiduciary Advisors — guided by the principle that advice should be transparent, customized, and given without bias. Verdence has earned a strong reputation in the industry, and we strive to provide solid financial advice and an enhanced client experience for you and your family.
Managing more than $3 billion in client assets,
Verdence provides personalized service to a diverse client base, including individuals, families, and business owners.
We proudly serve high-net-worth clients regionally in the greater Washington, D.C., Naples, Florida areas, and throughout the country with our planning-based, fee-only structure.
Independence is one of our greatest strengths. Our role as an Independent Fiduciary Advisor is at the center of what we do. We are bound to a fiduciary standard that requires us to put our client’s interests above our own. We provide 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 we believe are best suited for you. We do not charge or receive commissions for recommending investments, so you never have to question whether our advice is influenced by product incentives. We work for you and only you. Period. Your best interest is our only concern.
CORE VALUES
Wealth is a highly personal notion. It is about building upon your life’s work to provide for yourself, your family, and your legacy.
“At Verdence, we understand this and emphasize that investing one’s assets should be a thoughtful and deliberate process which includes a comprehensive goals analysis, a consideration of resources, an appropriate time horizon, and an assessment of risk tolerance.”
All of these factors are discovered and/or identified during the planning phase of your process. With Financial Planning being the foundation of our practice, many of our team members have earned the CFP® designation. This connects you to professionals who understand the importance of discipline and maintaining a holistic, sensible path to achieve your financial goals.
Once a plan is in place, we tailor a customized investment portfolio that considers time horizon, investment objectives, risk tolerance, etc.
At Verdence, we aim to responsibly and reliably oversee your assets and evolving life complexities so that you will have the freedom and independence to pursue the things you love.
We seek to exceed your expectations of what wealth management should be. We focus on building and preserving what you value so you can enjoy your lifestyle, take care of your family, and reach your goals for your financial future.
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 advance and protect their financial lives. We are passionately independent in the representation of our clients. It is our people, ideas, and collaborative environment that seek to ensure the preservation and growth of our clients’ financial assets and their family heritage.
A TEAM APPROACH to your success.
Verdence is an independent private advisory firm that delivers a truly customized experience through a highly engaged, experienced team and service-centric culture. Our passion for guiding clients with strategic, holistic counsel focuses on the preservation and growth of their financial assets and family heritage. The team’s deep, broad knowledge and entrepreneurial vision help provide clients with security and confidence as they go through significant life events.
ENGAGEMENT
Trust, Independence and Knowledge are at the foundation of every successful financial advisory relationship.
Developing those qualities is how Verdence Capital Advisors creates a financial plan for our clients.
We begin by spending time learning your financial needs and life goals. We get to know your passions, your values and your dreams for the future.
We then work with you to create your best financial path. By working side-by-side, getting to know your families and what you want for their future, we map out financial strategies that achieve results and get you to where you want to be.
EDUCATION
Advisors need to guide, direct and teach their clients.
We believe thoughtful planning and proactive education are the best ways to guide clients through our process and services. Our goal is to help individuals and families achieve their financial objectives for the future. We address client concerns, explain financial trends, and discuss how current world events could potentially impact their investments. Our aim is to provide the guidance needed for long-term financial security while working at a pace and level of detail that is most comfortable for each client.
In fact, Chief Investment Officer Megan Horneman publishes quarterly Market Insights Commentary reports and videos on the economic events we’re watching closely that may affect well-diversified client portfolios.