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

Leo Kelly

Matthew Pietzak

Matthew Andrulot

Brian Sabo

Thomas J. New

Michele Welsh

Megan Horneman

Kevin Cuff

The Analysis Team at Verdence Capital Advisors is responsible for meticulously examining and interpreting clients' complete financial landscapes. Comprising experts such as Certified Financial Planners (CFPs), fund accountants, and due diligence directors, the team identifies gaps, redundancies, and opportunities in clients' asset portfolios and liabilities. Their goal is to provide clear, actionable insights that inform unbiased and transparent financial plans, ensuring these plans evolve as clients' lives and financial needs change.

Analysis Team

Private Wealth Management Team

Partners Team

Analysis Team

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Other teams at Verdence Capital Advisors

Private Wealth Management Team

Partners Team