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 Family Office Services Team at Verdence Capital Advisors specializes in providing personalized wealth management solutions to high-net-worth families, executives, and business owners. Comprised of Family Office Client Services Specialists and a Family Office Strategist, the team offers comprehensive financial oversight, encompassing new accounts, policies, properties, benefits, taxes, assets, and appraisals. They collaborate with clients' existing advisors to identify and address financial gaps and redundancies, ensuring a cohesive and adaptive financial strategy that evolves alongside clients' changing needs.

Family Office Services Team

Private Wealth Management Team

Partners Team

Analysis Team

Family Office Services Team

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Other teams at Verdence Capital Advisors

Private Wealth Management Team

Partners Team

Analysis Team