Discover true independence.
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.
Compare Verdence Capital Advisors with 3 companies in Financial-Services
| Comparison Field |
Verdence Capital AdvisorsMain Company |
Evelyn PartnersView Profile |
RedgateView Profile |
IFS Independent Fina...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2008 | 2003 | |
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Company Size
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— | 1,001-5,000 | 11-50 | 11-50 |
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City
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Hunt Valley, Maryland | |||
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Country
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United States | |||
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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
|
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