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?

The divorce is final. Now what?

Divorce | Apr 17, 2019

Written by Mary Ann Ferreira, CFP®, Certified Divorce Financial Analyst™, and Viridan Shareholder. The original article is published on MarketWatch. To read the full article, click here.

Financial Planning, Life Planning | Apr 10, 2019

As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a Balanced Investment Groundwork Does your…

Financial Planning, Investments | Mar 26, 2019

Written by Bruce Yates, Financial Advisor and Founding Shareholder Many investors assume that as long as they are right more times than they’re wrong, they will end up with good results. That is a logical assumption. If you buy three stocks in succession, for instance, and two of them produce big gains, and only one…

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.