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 provides investment management and advisory services to individuals (including high‑net‑worth clients), trusts and estates, pension and profit‑sharing plans, charitable institutions, and business entities. Offerings include discretionary and non‑discretionary portfolio management, ERISA 3(21) and 3(38) fiduciary services for qualified retirement plans, financial planning tied to its investment or digital services, and standalone financial coaching and tax‑preparation services. The firm uses a mix of fundamental and technical analysis and employs a wide range of strategies — from long‑ and short‑term positions to margin, options, futures, and structured synthetic positions — implemented through its wrap fee program or recommended custodians. For qualified plans it typically provides a diversified fund menu across major asset classes (and in some plans permits crypto ETFs), and it also recommends publicly traded Bitcoin and Ethereum trusts where suitable. What distinguishes Verde from many multi‑team peers is the explicit offering of tax preparation and multi‑tiered financial coaching programs with published pricing in its brochure, an arrangement that resembles accounting firm services more than typical advisory product lines. The brochure also discloses ancillary business relationships (a firm real estate ownership and an affiliation with a medical cost‑sharing program), and it includes illustrative, hypothetical examples (for instance, a tiered fee calculation using a $2,500,000 account) and references to separate program and educational materials.
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.
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