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.

Managing RSU's

Latest Posts from our Blog

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

Creating your “Encore” Life Part #3

Part Three of Weekly Three Part Series started 6/14/19. Part 3 – Goal Setting If you aren’t setting goals, start – now. If you are setting goals, do it the right way. Based on the Encore Wheel of Life exercises you completed in Part 2, you should have many ideas that, if accomplished, will increase…

Creating your “Encore” Life Part 2

Part Two of Weekly Three Part Series started 6/14/19. Part 2 – The Encore Wheel of Life In Part 1 of this 3-part series, we looked at life’s stages, and some of the common experiences and changes people go through during each of life’s four “quarters.” This led to the idea of an “Encore Life,”…

Shouldn’t your Retirement be your “Encore” Life? Part 1

Part One of Weekly Three Part Series starting 6/14/19. Part 1 – Don’t Plan for Retirement The retirement you saw your grandparents or even your parents live through will likely not be the retirement you choose for yourself. Consider the following: In 1900, the average life expectancy was 47 years. Only 100,000 Americans lived to…

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.

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