Managing approximately $3 billion in client assets,
Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers.
We proudly serve high-net-worth clients regionally in the greater Washington, D.C. area and throughout the country with our planning-based, fee-only structure.
Independence is one of our greatest strengths. Our role as 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.
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. It’s the understanding you’ll be considered family. It’s the confidence you gain knowing that when you partner with us, you are engaging experienced, strategic financial planners, seasoned M&A professionals, and advisors who will focus long term on you, your family, and future generations.
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.
“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.
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 heritage.
A TEAM APPROACH to your success.
Verdence is an independent private advisory firm that delivers a truly customized experience through a highly-engaged, sophisticated team. Our deep and broad expertise and entrepreneurial vision offers clients security and confidence as they go through significant life events by navigating their financial paths.
Trust, Independence, and Education 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 a long-term plan for your financial path forward. By working side-by-side, getting to know your families and what you want for their future, we map out financial strategies that focus on results and help take you to where you want to be. Along the way, we educate you and your family so that we can help you make informed decisions on complex financial matters.
Our advisors provide guidance, education, and advocacy for clients.
At Verdence Capital Advisors, we understand that thought, planning and a proactive approach is the best way to educate our clients about our process and services. We help our clients pursue their financial goals for the future. We take the time to address their concerns, understand the financial trends and how current world events may affect them and their portfolio. We teach them what to expect, explain why financial trends happen, and offer what we believe is the best guidance for long-term financial security.
We communicate with our clients regularly, exploring what’s happening in the world and how that my affect their overall strategy. CEO Leo Kelly and Portfolio Strategist Megan Horneman conduct quarterly Market Insights Commentaries on world events that affect the global markets.