Verdence Capital Advisors

Verdence Capital Advisors company information, Employees & Contact Information

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.
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News

Who's Moving Where In Wealth Management? – Baird, Verdence, Others - Family Wealth Report

Who's Moving Where In Wealth Management? – Baird, Verdence, Others Family Wealth Report

Advisor moves: Raymond James adds two teams, Verdence hire aims to drive expansion - InvestmentNews

Advisor moves: Raymond James adds two teams, Verdence hire aims to drive expansion InvestmentNews

‘This market is pricing in perfection,’ warns Verdence Capital CIO as tariff deadline looms - CNBC

‘This market is pricing in perfection,’ warns Verdence Capital CIO as tariff deadline looms CNBC

Verdence Capital Advisors Hires Dwight Davenport to Lead Expansion Office in New England - citybiz

Verdence Capital Advisors Hires Dwight Davenport to Lead Expansion Office in New England citybiz

Verdence Capital Advisors Unveils Verdence/RIA+, Expanding and Rebranding the Firm’s Unique Offerings for Other RIAs - Business Wire

Verdence Capital Advisors Unveils Verdence/RIA+, Expanding and Rebranding the Firm’s Unique Offerings for Other RIAs Business Wire

Verdence Expands RIA Service Offerings - Wealth Solutions Report

Verdence Expands RIA Service Offerings Wealth Solutions Report

Verdence Expands, Rebrands OCIO Service - wealthmanagement.com

Verdence Expands, Rebrands OCIO Service wealthmanagement.com

Mark Amberg - The Business Journals

Mark Amberg The Business Journals

Verdence Acquires RIA With $100M AUM In Naples, Fla. - FA Mag

Verdence Acquires RIA With $100M AUM In Naples, Fla. FA Mag

Leo Kelly: How Verdence Capital Advisors Invests for Success - Barron's

Leo Kelly: How Verdence Capital Advisors Invests for Success Barron's

Nancy McColgan Joins Verdence to Lead Verdence/FAMILY Division - citybiz

Nancy McColgan Joins Verdence to Lead Verdence/FAMILY Division citybiz

$3bn Verdence hires breakaway exec to expand OCIO business - Citywire

$3bn Verdence hires breakaway exec to expand OCIO business Citywire

Verdence Capital Advisors LLC Reduces Position in Unilever PLC $UL - MarketBeat

Verdence Capital Advisors LLC Reduces Position in Unilever PLC $UL MarketBeat

Verdence Capital Advisors Has Received a Minority Investment From Emigrant Partners/New York Private Bank & Trust - Business Wire

Verdence Capital Advisors Has Received a Minority Investment From Emigrant Partners/New York Private Bank & Trust Business Wire

Wirehouse defections far from done, says Verdence Capital CEO - InvestmentNews

Wirehouse defections far from done, says Verdence Capital CEO InvestmentNews

Verdence Capital Unveils New OCIO Unit - wealthmanagement.com

Verdence Capital Unveils New OCIO Unit wealthmanagement.com

Hunt Valley wealth management firm expands to Boston - The Business Journals

Hunt Valley wealth management firm expands to Boston The Business Journals

Verdence Capital Advisors Appoint Rob Schmitt as Director and Private Wealth Advisor - citybiz

Verdence Capital Advisors Appoint Rob Schmitt as Director and Private Wealth Advisor citybiz

Mindy Diamond on Independence: Verdence's Leo Kelly on Breaking Away Twice - wealthmanagement.com

Mindy Diamond on Independence: Verdence's Leo Kelly on Breaking Away Twice wealthmanagement.com

Verdence Capital Advisors Sells Minority Stake to Emigrant - wealthmanagement.com

Verdence Capital Advisors Sells Minority Stake to Emigrant wealthmanagement.com

Verdence Capital Advisors LLC Raises Stake in American Express Company $AXP - MarketBeat

Verdence Capital Advisors LLC Raises Stake in American Express Company $AXP MarketBeat

Megan Horneman Joins Verdence as a Director and Portfolio Strategist - citybuzz -

Megan Horneman Joins Verdence as a Director and Portfolio Strategist citybuzz -

$2 Billion Private Wealth Advisory Firm Moves to Alexandria - Alexandria Living Magazine

$2 Billion Private Wealth Advisory Firm Moves to Alexandria Alexandria Living Magazine

The head of a $2 billion firm advising pro athletes and the ultrarich isn't hunting for unicorns. Here's why he's looking at smaller companies in an age of glitzy IPOs. - businessinsider.com

The head of a $2 billion firm advising pro athletes and the ultrarich isn't hunting for unicorns. Here's why he's looking at smaller companies in an age of glitzy IPOs. businessinsider.com

Watch Verdence's Horneman Cautions Investors About Looming Risks (Video) - Bloomberg

Watch Verdence's Horneman Cautions Investors About Looming Risks (Video) Bloomberg

Megan Horneman Joins Verdence Capital Advisors - I95 Business

Megan Horneman Joins Verdence Capital Advisors I95 Business

US ‘addicted’ to stimulus, which will be ‘big pill to swallow’: Verdence CEO - Fox Business

US ‘addicted’ to stimulus, which will be ‘big pill to swallow’: Verdence CEO Fox Business

Verdence Capital Advisors LLC Acquires 5,046 Shares of Walker & Dunlop, Inc. $WD - Defense World

Verdence Capital Advisors LLC Acquires 5,046 Shares of Walker & Dunlop, Inc. $WD Defense World

Alphabet Inc. $GOOGL Shares Bought by Verdence Capital Advisors LLC - Defense World

Alphabet Inc. $GOOGL Shares Bought by Verdence Capital Advisors LLC Defense World

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