A complete list of active advisors currently associated with Veridian Capital Partners

Warmer can help you find a great advisor at Veridian Capital Partners or one who fits your needs even better.

Veridian Capital Partners provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, and business clients, and also advises employer retirement plans. Its service set includes a firm‑sponsored wrap fee program (Wrap Asset Management and Wrap Comprehensive Portfolio Management) as well as standalone financial planning and retirement plan consulting. The firm typically delivers individualized, discretionary management for wrap clients and employs a range of asset allocation approaches (strategic, dynamic, tactical, and core‑satellite) supported by quantitative, qualitative, sector and technical analysis. Its investment toolkit spans equities, fixed income, ETFs and mutual funds, alternative investments (including private equity and structured products), and it may employ options and other derivatives (including within separately managed accounts), as well as margin and short‑term trading when appropriate. Noteworthy distinctions include that the firm sponsors a wrap fee program — a less common arrangement among peer team firms — and its explicit use of derivatives in separately managed accounts, which is statistically uncommon for firms in this category. Representatives also maintain broker‑dealer registration and insurance licenses (permitting commissionable product sales), the firm is willing to accept ERISA fiduciary designations for plan work, and despite being formed in 2021 it manages in excess of $550 million.

To learn more about the advisors currently working at Veridian Capital Partners, 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.