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.

Finance

Insurance

Investment Management

Verdence Capital Advisors

Verdence Capital Advisors' headquarters in Hunt Valley, United States

Leo Kelly

Carol Hopkins

Matthew Pietzak

Matthew Andrulot

Brian Sabo

Thomas J. New

Michele Welsh

Megan Horneman

Kevin Cuff

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People (34)

Leo Kelly

Kevin Cuff

Sheri Bullard

Megan Horneman

Edward Karppi

Jason Edelson

Noel Lamontagne

Andrew Wright

Peter Mcgratty

Cameron Leydig

Kathryn Kelly

Emily Hogan

Nancy Gordon

Liz Richter Psota

Brad Coppel

Carol Hopkins

Nicholas Schiavone

Michele Welsh

Lauren Austin

Thomas J. New

Avery A. Prkna

John Morgan

Meg Sheil - Puopolo

Stephen Thacker

Rich Rosa

Brian Sabo

Matthew Andrulot

Susan Insley-Lambert

Michael Salerno

Nancy Mccolgan

Matt Moore

Taylor O'Hara

Mark Amberg

Robert Schmitt

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