Verdence Capital Advisors

Verdence Capital Advisors

Financial-Services

Hunt Valley, Marylan...
United States
Company Tagline

Discover true independence.

Industry Category
Financial-Services
Company Description

Verdence Capital Advisors is a leading financial services firm dedicated to providing comprehensive and unbiased financial planning to help clients build and safeguard their wealth. Located at 50 Schilling Rd, Suite 300, Hunt Valley, Maryland 21031, US, Verdence Capital Advisors takes a holistic approach, offering a clear view of clients' entire financial landscape to create transparent plans aligned with their best interests.

With additional offices at 44 Canal Center Plaza, Suite 550, Alexandria, Virginia 22314, US, and 5551 Ridgewood Dr, Suite 303, Naples, FL 34108, US, Verdence Capital Advisors understands the complexities of managing wealth. The firm’s experienced team collaborates with clients and their existing advisors, such as accountants and legal professionals, to identify opportunities and build plans that evolve with their lives. Verdence Capital Advisors serves executives, business owners, and families, addressing a wide range of wealth management matters.

Verdence Capital Advisors is committed to helping clients discover true independence through tailored financial solutions. The firm’s specialists provide in-depth analysis of clients' complete financial picture, ensuring all asset classes and liabilities are strategically managed. Verdence Capital Advisors invites you to explore how their expertise can help you achieve your financial goals. We encourage the manager of Verdence Capital Advisors to create a customized and exclusive company showcase and product listing on our platform to further enhance your business development.

Key Personnel / Employees
Mark Amberg CPWA® CFP® CSRIC® Kelly Wright MBA CFP® Matthew Pietzak CFP® Lauren Austin

Compare Companies Side by Side

Compare Verdence Capital Advisors with 3 companies in Financial-Services

4 Companies
Comparison Field
Verdence Capital Advisors
Verdence Capital Advisors
Main Company
Evelyn Partners
Evelyn Partners
View Profile
IFS Independent Financial Services Ltd
IFS Independent Fina...
View Profile
Founded Year
2008 2003
Company Size
1,001-5,000 11-50 11-50
City
Hunt Valley, Maryland
Country
United States
Skills & Keywords Comparing with main company
13 Total Skills
Financial Planning Wealth Management Financial Advisory Investment Management Retirement Planning Estate Planning Financial Services Corporate Executive Planning Services Sports & Entertainment Clients Institutional Consulting Liquidity Event Planning Family Office Services Business Exit
14 Total 3 Common 11 Unique
Match 23%
Common Skills:
Financial Planning Investment Management Retirement Planning
Unique Skills:
Accountancy Charity Investment Management Corporate Finance Employee Benefits Forensic Services Fund Administration +5
5 Total 5 Unique
Unique Skills:
Capital Raising Fund Management M&A Real estate advisory Strategic advisory
6 Total 6 Unique
Unique Skills:
Advisory Anlageberatung Asset Management Institutionelle Beratung Merchant Banking Vermögensverwaltung
4
Total Companies
2003
Oldest Founded
1
Countries
35
Unique Skills

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Alternative Company Names

This company is also known as

Verdence Capital Advisors वेर्डेंस कैपिटल एडवाइजर्स فيردنس كابيتال أدفايزورز