A complete list of active advisors currently associated with Veridan Wealth

Warmer can help you find a great advisor at Veridan Wealth or one who fits your needs even better.

Veridan Wealth is a fiduciary investment adviser that serves individuals (including high‑net‑worth clients), trusts, pension and charitable organizations with asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting. The firm manages both discretionary and non‑discretionary accounts and may engage sub‑advisors to manage portions of client portfolios. The firm’s investment process emphasizes asset allocation and portfolio construction using a mix of fundamental, technical, quantitative and qualitative analysis and may include equities, fixed income, ETFs, options, mutual funds, alternative investments and REITs; portfolios are monitored and rebalanced regularly. Veridan discloses specific strategy risks and operational practices, including the use of margin borrowing in client accounts and the attendant monitoring and margin‑related risk disclosures. Noteworthy relative to many peers, Veridan manages a substantial asset base (roughly $667 million) with a compact advisory team and a relatively small client roster, implying higher assets per client and a focus on customized portfolio management. The firm also explicitly documents operational arrangements with an institutional custodian and the uncommon practice—relative to most team firms—of employing borrowing in separately managed accounts and billing advisory fees on margined securities, a practice it discloses along with associated conflicts and risks.

To learn more about the advisors currently working at Veridan Wealth, 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.