A complete list of active advisors currently associated with Verde Capital Management, Inc.

Warmer can help you find a great advisor at Verde Capital Management, Inc. or one who fits your needs even better.

Verde Capital Management serves individuals (including high-net-worth clients), trusts and estates, pension and profit-sharing plans, and businesses. The firm provides investment management (including a wrap-fee program), ERISA 3(21)/3(38) fiduciary services for qualified retirement plans, and financial planning tied to its investment or digital service models. Its investment process combines fundamental and technical analysis and emphasizes diversified fund menus across major asset classes; Verde may employ derivatives and synthetic strategies (including options, futures and structured/synthetic positions) to manage exposure or seek portfolio efficiency. The firm offers both discretionary and non-discretionary management, provides participant-level 401(k) advisory services and outside management, and makes use of a wrap-fee program for certain clients. Verde also offers several services that are less common among peers: periodic public educational seminars and workshops, standalone tax-preparation services, and multi-tiered financial coaching programs with defined session structures. The firm discloses use of synthetic instruments and publicly traded cryptocurrency trusts, sponsors a wrap-fee program, and reports limited custody arrangements (standing letters of authorization and use of a held-away platform), along with affiliations—such as related real estate ownership and a Sedera Health affiliation—that it identifies and addresses in its disclosures.

To learn more about the advisors currently working at Verde Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.