Managing more than $2 billion in client assets,
Verdence provides personalized service to a diverse client base, including individuals, families, foundations, endowments, trusts and corporate retirement plans.
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 an Independent Fiduciary is at the center of everything we do. We are bound to a fiduciary standard regulated by the Securities and Exchange Commission (SEC) that requires us to put our client’s interests above our own. We do not receive any soft dollars or kick-backs from 3rd party investment solutions. 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 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 payouts. We work for you and only you. Period. Your best interest is our only concern.
Barron’s “Top 100 Advisors and Top 100 Independent Financial Advisors”
Managing Director and Partner Leo J. Kelly III is nationally recognized by numerous leading publications and industry trade groups as one of the most successful advisors in America. Honors include Barron’s “Top 100 Independent Financial Advisors” (2014-2016) and Barron’s “Top 1200 Advisors by State” (2009-2016). Additionally, he was named the #3 advisor in Maryland on the 2016 Barron’s “Top 1200 Advisors by State.” Leo was also recognized by The Financial Times and Institutional Investor, and named a 2015 Finalist in the Maryland Region for Ernst & Young’s Entrepreneur of the Year award.
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.
“At Verdence, we understand this and emphasize that investing one’s assets should be a thoughtful and deliberate process. It should include 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 the process. With Financial Planning being the foundation of our practice, many of our team members have earned the CFP® designation. This ensures that professionals who understand the importance of maintaining a sensible path to achieving one’s goals guide our clients.
Once the plan is in place, we then 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 so that you will have the freedom and independence to pursue the things that you love.
At Verdence, 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 organizations in the daily activities and significant events that advance their financial lives. We are passionately independent in the representation of our clients. It is our people, ideas and collaborative environment that 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, sophisticated team with proven results. Our passion for guiding clients with strategic counsel ensures the preservation and growth of our clients’ financial assets and their family heritage. The team’s deep and broad expertise and entrepreneurial vision, provides clients with security and confidence as they go through significant life events by navigating their financial paths.
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.
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 achieve 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 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 conducts quarterly Market Insights Commentaries on world events that affect the global markets.
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