A complete list of active advisors currently associated with Verdura Wealth Management, LLC

Warmer can help you find a great advisor at Verdura Wealth Management, LLC or one who fits your needs even better.

Verdura Wealth Management is a small, independent advisory firm that serves individual and high‑net‑worth clients as well as plan sponsors, offering discretionary asset management, comprehensive financial planning, and retirement-plan services. The firm provides ongoing portfolio management for individuals and also supports qualified retirement plans, including 401(k), 403(b), pension, cash‑balance and profit‑sharing arrangements. The firm implements client‑specific investment programs based on documented goals, time horizons and risk tolerances, using a mix of fundamental, technical, charting and cyclical analysis and exercising discretionary trading authority when agreed. It may engage third‑party sub‑advisors to manage portions of client assets and offers financial planning both as part of advisory relationships (sometimes provided at no additional cost) and as separate hourly engagements with plans delivered contingent on timely client documentation. What is most distinctive is the firm’s pension consulting practice: it serves as a limited‑scope ERISA 3(21) fiduciary for retirement plans, a service that is relatively uncommon among solo independent advisors. The firm also maintains an institutional relationship with its required custodian platform and receives technology and support benefits, and the principal operates an affiliated insurance business that earns commissions — all of which are disclosed as potential conflicts of interest.

To learn more about the advisors currently working at Verdura Wealth Management, LLC, 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.