HUNT VALLEY, MD – July 5, 2018 – One year ago, nationally-recognized financial advisor Leo Kelly set out to build a new kind of wealth advisory firm based on the principle of true independence: that advice should be transparent, customized, and given without conflicts of interest. Stemming from the Latin word “Vere” meaning “true,” combined with the word “Independence,” Verdence is dedicated to maintaining the highest degree of objectivity, flexibility, innovative technology and sophistication in their approach to managing all aspects of their clients’ capital.
In the last year, Verdence has strengthened an already strong portfolio of high-capacity clients, built a team of extraordinary professionals and expanded its footprint to a new office in Virginia. This track record of success and dedication recently led The Daily Record to name Kelly one of Maryland’s Most Admired CEOs.
“When we established Verdence one year ago, we had a big vision to build a firm from the vantage of a client. With that as our guide, we developed a model that is conflict free and fully transparent, investing heavily in people and technology to create an unparalleled experience for the client. We are immensely proud of the strides we’ve made in only one year and have ambitious plans to increase our impact on those we serve and the industry we represent,” said Leo Kelly, CEO of Verdence Capital Advisors.
About Verdence Capital Advisors (www.verdence.com)
Verdence Capital Advisors is a nationally-recognized private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with an office in Northern Virginia. Committed to the principle that advice should be transparent, customized and given without conflicts of interest, true independence is one of the guiding principles of Verdence Capital Advisors. For more information visit www.verdence.com.
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CONTACT: Greg Harris
Weinberg Harris & Associates