We believe that building and safeguarding your wealth require a deliberate and comprehensive approach. That's why we start by providing you with a clear view of your entire financial landscape and then construct an unbiased, transparent financial plan with your best interests in mind. As your life evolves, so do your financial needs and goals. Managing your wealth can quickly become overwhelming and time-consuming, leaving little time for the things you enjoy. Our team understands the complexities that come with wealth and the challenges of staying on top of important obligations, such as managing new accounts, policies, properties, benefits, taxes, assets, appraisals, and deadlines. We provide a comprehensive analysis of your complete financial picture, including all asset classes and liabilities, in one place. Our experienced team of subject matter specialists—along with any additional advisors you may already have, such as accountants, legal, or insurance professionals—work together to identify gaps or redundancies and build a plan that evolves with your life. We serve executives, business owners, and families on a wide range of wealth matters. Our financial advisors in Hunt Valley, MD, Alexandria, VA, and Naples, FL, are ready to answer your questions and help you discover the meaning of true independence. We would be honored to be your next—and last—financial advisor.
View Top Employees from Verdence Capital AdvisorsWebsite | https://verdence.com |
Revenue | $8 million |
Employees | 49 (45 on RocketReach) |
Founded | 2017 |
Address | 217 International Cir Ste 200, Hunt Valley, Maryland 21030, US |
Phone | (410) 472-5380 |
Technologies |
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Industry | Financial Services, Finance General, Financial Advisory, Finance, Wealth Management, Business Exit, Liquidity Event Planning, Institutional Consulting, Sports & Entertainment Clients, Family Office Services, Corporate Executive Planning Services |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Verdence Capital Advisors employee's phone or email?
The Verdence Capital Advisors annual revenue was $8 million in 2024.
Thomas New is the President of Verdence Capital Advisors.
45 people are employed at Verdence Capital Advisors.
Verdence Capital Advisors is based in Hunt Valley, Maryland.
The NAICS codes for Verdence Capital Advisors are [5239, 52, 523, 52393].
The SIC codes for Verdence Capital Advisors are [628, 62].