Sarah Mouser CFP® to Lead Financial Planning
Sarah Mouser CFP® Joins Verdence Capital Advisors as Managing Director of Financial Planning
Mouser will manage the continued growth and development of Verdence’s financial planning services.
Hunt Valley, MD – March 6, 2025
Verdence Capital Advisors (Verdence), an independent private wealth advisory firm, is announcing today that Sarah Mouser, CFP® has joined the team as Managing Director of Financial Planning. With her extensive experience and a deep commitment to helping clients achieve their financial goals, Ms. Mouser will play a pivotal role in shaping the firm’s comprehensive financial planning services.
Ms. Mouser brings more than two decades of experience in wealth management. She specializes in strategic financial planning, tax strategies, education planning, estate and legacy planning, elder care and much more. Before joining Verdence, she spent 11 years as Director of Financial Planning at Cassaday & Company. There is where she guided a team that developed and integrated tailored wealth management solutions for clients. Additional past roles include Financial Advisor at Savant Capital Management and Associate Financial Advisor at Ameriprise Financial Services.
“Our team is thrilled to welcome Sarah,” said Leo Kelly, Founder and CEO of Verdence Capital Advisors.
“Her experience and leadership will no doubt further strengthen our ability to provide sophisticated, bespoke financial planning strategies that help our clients approach all of life’s phases and complexities. Delivering a sophisticated financial planning offering for clients is our top priority.”
As Managing Director of Financial Planning, Sarah will oversee the firm’s financial planning division, working closely with colleagues and clients to create customized strategies. In addition, she will also be responsible for mentoring and developing the next generation of financial planners at Verdence.
“I could not be more excited to be joining the team at Verdence. In getting to know Leo and all my new colleagues, it has quickly become apparent how closely aligned we all are around putting the client first and delivering customized and thoughtful financial strategies and plans,” said Ms. Mouser.
“I’ve always thought the term ‘financial planning’ does not nearly capture what this work is actually about. Through effective financial planning, we can help families maneuver extremely complex financial goals.”
“The role of financial planning is on the rise because the need for financial planning has never been greater,” added Ms. Mouser. “I look forward to all that my new associates and I will be able to accomplish on this front.”
More information on Verdence Capital Advisors can be found here: https://verdence.com/
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About Verdence Capital Advisors
Verdence Capital Advisors is a private wealth advisory and multi-family office firm. The firm is headquartered in Hunt Valley, Maryland, in addition to offices in Northern Virginia, Naples, FL, and Boston, MA. Committed to the principle that advice should be transparent, customized, and given without bias, true independence is one of the guiding tenets of Verdence Capital Advisors.
For more information, visit: www.verdence.com
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Media Contact:
Chris Sullivan/Rob Jesselson
Craft & Capital
[email protected]
