⌛Are you spending more time managing your assets than living your life?⌚ 💼 For ultra-high-net-worth families, managing assets can be like running a complex enterprise. With Verdence Family Office Solutions, our customized strategies can aid in managing, growing, and protecting your wealth, helping to ensure your financial legacy aligns with your vision for generations to come. https://hubs.la/Q02Smv6N0 💙 Focus on what truly matters – whether it's family, passions, or philanthropy – while we help handle the complexities. #FamilyOffice #WealthManagement #LuxuryRealEstate #LuxuryTravel #WealthStrategy #FinancialAdvisor
Verdence Capital Advisors
Financial Services
Hunt Valley, Maryland 1,612 followers
Discover true independence.
About us
We believe that building and safeguarding your wealth require a deliberate and comprehensive approach. That's why we start by providing you with a clear view of your entire financial landscape and then construct an unbiased, transparent financial plan with your best interests in mind. As your life evolves, so do your financial needs and goals. Managing your wealth can quickly become overwhelming and time-consuming, leaving little time for the things you enjoy. Our team understands the complexities that come with wealth and the challenges of staying on top of important obligations, such as managing new accounts, policies, properties, benefits, taxes, assets, appraisals, and deadlines. We provide a comprehensive analysis of your complete financial picture, including all asset classes and liabilities, in one place. Our experienced team of subject matter specialists—along with any additional advisors you may already have, such as accountants, legal, or insurance professionals—work together to identify gaps or redundancies and build a plan that evolves with your life. We serve executives, business owners, and families on a wide range of wealth matters. Our financial advisors in Hunt Valley, MD, Alexandria, VA, and Naples, FL, are ready to answer your questions and help you discover the meaning of true independence. We would be honored to be your next—and last—financial advisor.
- Website
-
https://verdence.com?utm_source=linkedin&utm_medium=bio
External link for Verdence Capital Advisors
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Hunt Valley, Maryland
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Financial Advisory, Wealth Management, Business Exit, Liquidity Event Planning, Institutional Consulting, Sports & Entertainment Clients, Family Office Services, and Corporate Executive Planning Services
Locations
-
Primary
50 Schilling Rd
Suite 300
Hunt Valley, Maryland 21031, US
-
44 Canal Center Plaza
Suite 550
Alexandria, Virginia 22314, US
-
5551 Ridgewood Dr
Suite 303
Naples, FL 34108, US
-
33 Bradford Street
Concord, MA 01742, US
Employees at Verdence Capital Advisors
Updates
-
🤯September Surprises! The latest employment numbers were a shocker – 254K new jobs added – blowing away expectations! 💥 What does this mean for the Fed and the economy? 🤔 Wondering how these trends will shape interest rates and your financial future? 💡 Dive into our weekly insights to find out! https://hubs.la/Q02SKXdM0 Don't forget to subscribe for weekly insights! 📝 #Markets #MarketInsights #Economics #StockMarkets #News #FinancialNews #StockMarket #Investing #Investment #Investments #MarketTrends #EconomicNews
-
⚠️ A Historic Election Ahead! But do presidential elections matter? We break down what’s really at stake: not just the Presidency, but the balance of power in Congress, economic policies, market reactions, and how it all ties back to your financial future. 📈💼🏛️ 💡Remember, over time, stocks have thrived regardless of which political party is in power. Don’t let fear drive your investment decisions; instead, focus on long-term fundamentals. https://lnkd.in/emyg_wFP Stay informed. Stay calm. And remember, every vote counts. 🗳️🇺🇸 CIO Megan Horneman #Election2024 #2024Election #InvestingInsights #Economy #Finance #Investing #Investments #Insights #MarketInsights #PresidentialElection
-
"...at the end of the day, independence isn't for everyone. And that's why I say it's such an exciting time to be a high quality advisor..." Don't miss the latest episode of From The Ground Up with Mindy Diamond of Diamond Consultants - Financial Advisor Recruiters and Consultants: 📺 Watch now, and subscribe: https://hubs.la/Q02PZ-V30 🔔 Share for more impactful episodes with Leo Kelly and great entrepreneurs! #Entrepreneurship #StartupLife #BusinessTips #Founders #StartupJourney #EntrepreneurLife #BusinessGrowth #Podcasting #Innovation #SmallBusiness #Leadership #SuccessStories #BusinessAdvice #Hustle #StartupSuccess
-
🎉Exciting News🎉 We're proud to announce that David Gonzalez, CFP® , CIMA® has earned the Certified Investment Management Analyst® (CIMA®) designation. This is a testament to his level of experience and commitment to deliver the sophisticated proficiency that high-net worth clients require. ✨ Join us in congratulating David on this achievement! Learn more about David: https://hubs.la/Q02SrTXz0 #TeamWork #TeamMember #Verdence #CIMA #CFP #FinancialAdvisory #Investment #Investing #PrivateInvestments
-
Does discussing your wealth with your children bring hesitation and even anxiety? 😨 Avoiding ‘The Wealth Talk’ may actually do more harm than good. Open communication is key to preparing your heirs for the responsibility of managing generational wealth. But it doesn't have to be scary. Embrace the uncomfortable, plan for the future, and leave a lasting legacy. 🌳✨ It’s not just about money; it’s about ensuring your values and vision are carried on for generations to come. https://hubs.la/Q02S3jZt0 #FamilyOffice #WealthManagement #PrivateWealth #FamilyWealth #LuxuryRealEstate #LuxuryTravel #LuxuryVacations #LuxuryVacation #Philanthropy #ExclusiveTravel #LuxuryExperience #LuxuryHomes #LuxuryHomes #LuxuryLiving
-
Secure Your Info: 🚨 Identity Theft? Take Action Fast! 🚨 If someone used your info to open credit accounts, here's what the FTC says to do: 1️⃣ Call the Companies & close/freeze the accounts 2️⃣ Place a Fraud Alert & check your credit reports (https://hubs.la/Q02Rn_TB0) 3️⃣ Report to the FTC at https://hubs.la/Q02Rn_2x0 The quicker you act, the more you protect yourself! Read the full article at: https://hubs.la/Q02Rn_1x0 #IdentityTheft #FraudProtection #Technology #Hackers #
-
🎙️Have you listened yet? Mindy Diamond, from Diamond Consultants - Financial Advisor Recruiters and Consultants, our latest guest on From The Ground Up shares with Leo Kelly the pivotal moments that shaped her career, including building a multi-generational family business. Hear Mindy's advice on career transitions, industry trends, and mastering the art of guiding advisors to their ideal professional transition. You don't want to miss this! 📺 Watch on YouTube here: https://hubs.la/Q02P_r8Z0 🔗Watch directly at https://hubs.la/Q02P_0BW0 🎧 Or listen wherever you get your podcasts! 🎙️ #FinancialAdvisor #Entrepreneurship #BusinessLeadership #CareerTransitions #WealthManagement #IndustryTrends #AdvisorRecruiting #MultiGenerationalBusiness #DiamondConsultants #CareerAdvice
-
🎉 Celebrating our team members' work anniversaries! 🏆 Help us congratulate three work anniversaries in October! Matthew Andrulot, Michele Beernink, and Cameron Leydig have all reached another year with our team. We're so appreciative of their hard work and dedication to Verdence. Here's to achieving another great year together! Find out more about these talented individuals at https://hubs.la/Q02Rgr6j0 #Anniversary #WorkAnniversary #TeamGoals #Celebration #DreamTeam #EmployeeRecognition #Success #Advisory #Finance #FamilyOffice #WealthManagement
-
Are we headed for a rough road ahead? 💳💸 "Consumers are spending, but relying on credit. With over $1 trillion in credit card debt, this could end soon." 📉 CIO of Verdence Capital Advisors, Megan Horneman shares her thoughts on the economy this morning on Yahoo Finance Morning Brief. Did you catch it? 📺 Rewatch it now: https://hubs.la/Q02RSp0w0 #Economy #ConsumerDebt #Inflation #Finance #Investing
CIO Megan Horneman on Yahoo! Finance Morning Brief | 10-02-24
https://www.youtube.com/