Life is Complicated

Our Goal Is To Help You Simplify

Life's Financial Challenges

Who We Are

We are a Northwest firm, founded in the State of Washington with clients across the United States as well as countries outside. We built Viridian to help closely held businesses, families, and individuals navigate the roadblocks, windfalls and financial challenges they face. We understand that the demands of living can create a complex combination of goals, dreams, setbacks, and realities. At Viridian, you will find professional investment advisors, tax accountants, and financial planners to guide you through these challenges.

Viridian is 100% employee owned.

Our logo, three interlocking Western Hemlock trees, reflects the three foundations that we hold dear to our identity and our culture. First and foremost our clients, secondly our colleagues, and finally our community. We seek to embed all three of these foundations firmly in everything we do.

Latest Posts from our Blog

We continually seek to educate, learn, and contribute financial advice. Do you have concerns we should be writing about?

Social Security Insights: Can you still file a “Restricted Application?”

Written by Matt Boelter, Financial Advisor & Shareholder Choosing the wrong time to pull Social Security benefits can cost you hundreds of thousands of dollars over your lifetime.  On November 2nd, 2015, new Social Security rules were signed into law that ended what was known as the “restricted application.”  However, if you were born before…

Q3 Viridian Market Commentary

Written July 24, 2019 by Brian Johnson, Chief Investment Officer and Shareholder. Summary:  Returns have been stellar through the first half of 2019.  We’re looking to take advantage of pullbacks. It has been an incredible first half of 2019.  The Dow Jones Industrial Average (“Dow”) just experienced its best June since 1938, while the S&P…

Join Our Team

Whether you are a seasoned advisor looking for a succession partner, a solo practitioner looking to join a team, or a team ready to take their business to the next level, at Viridian we are always looking for GREAT people. Our company mantra has always been to surround ourselves with people of impeccable character. We look for team members who want to have a true community with their colleagues, who always put the client first, and who have a desire to be part of a family office. If you feel that we might be a good fit, we invite you to contact us and tell us your story.

As Seen On