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Verdence Capital Advisors

Hunt Valley, Maryland
Website:
https://verdence.com/
288512
Hunt Valley, Maryland
Website:
https://verdence.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$3,306,595,930
Fee model
Fee Only Flexible
Number of employees
45
Custodians
Fidelity
Schwab
Description

Verdence is a private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with offices in Northern Virginia and Naples, Florida. Verdence is committed to its role as Fiduciary Advisors — guided by the principle that advice should be transparent, customized, and given without bias. Through thoughtful, strategic financial planning and education, Verdence strives to provide financial guidance that helps clients and their families understand, plan for, and reach their financial goals.

Locations

5551 Ridgewood Dr Ste 303 Naples FL 34108
8230 Leesburg Pike Ste 520 Vienna VA 22182
50 Schilling Rd Ste 300 Hunt Valley MD 21031
44 Canal Center Plz Ste 550 Alexandria VA 22314

Services Offered

Services Offered
Financial Planning
Insurance
Retirement / Income Planning
Family Office Services
Exit Planning / Investment Banking Services
Hedge Fund Manager / Private Placement
Portfolio Management

Recent News

Verdence Capital Advisors Unveils Verdence/RIA+, Expanding and Rebranding the Firm’s Unique Offerings for Other RIAs
Formerly known as Verdence/OCIO, RIA+ will continue to provide outsourced RIA services while also delivering key solutions focused on continuity and succession planning
Sarah Mouser Joins Verdence Capital Advisors as Managing Director of Financial Planning
Mouser will manage the continued growth and development of Verdence’s financial planning services
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Match confidence
N/a
video Overview
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00:53
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Acquisitions

Number of Acqusitions
1

Success

Partner Success Story Data
Match confidence
N/a
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
Getting started
00:53
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AUM Growth

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Technology

Overview

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Match confidence
N/a
video Overview
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00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
video Overview
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00:53
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Acquisition Model

Acquisition Type
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Earnout Availability
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
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00:53
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
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Data Room

Investment Management
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Match confidence
N/a
video Overview
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Verdence Capital Advisors's Ideal Partner

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Block quot

Company Videos

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Fee Only Flexible
Permits seller as PM
Incorporates ALTs
Salesforce
E-money
Orion
Fidelity
Schwab
Full Acquisition
Financial Planning
Insurance
Retirement / Income Planning
Family Office Services
Exit Planning / Investment Banking Services
Hedge Fund Manager / Private Placement
Portfolio Management