Verdence Capital Advisors Email Format
Financial ServicesMaryland, United States51-200 Employees
Verdence Capital Advisors is a financial services firm that specializes in private wealth management. It begins by mapping a client’s entire financial landscape and then develops an unbiased, transparent plan guided by the client’s best interests. The firm provides a comprehensive view of assets and liabilities and brings together specialists, along with a client’s existing professionals such as accountants, lawyers, or insurance advisors, to identify gaps and redundancies and to craft a plan that can adapt as life evolves. It serves executives, business owners, and families across a range of wealth matters. The company is based in Hunt Valley, Maryland, and maintains advisory presence in Alexandria, Virginia, as well as Naples and Sarasota in Florida. In 2024, Verdence Capital Advisors launched Verdence/RIA+, an expansion of its offerings for other registered investment advisers.