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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.

Our latest video: Child Tax Credit information for 2019 from Joe Erickson, CPA & Shareholder

Latest Posts from our Blog

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

Can The Child Tax Credit Help You This Year?

Joe Erickson
Find out details from Joe Erickson, CPA & Shareholder. If you would like to know more contact your Financial Advisor or make an appointment with Joe Erickson here.

Thoughts on Thanksgiving— Meet Doug Custer, Financial Advisor & Shareholder

To read Count your blessings! 11 RIAs Share what they’re thankful for in 2019 as published in CityWire, click here. I’ve been blessed beyond measure in innumerable ways: a loving wife and family; an energetic golden retriever; many deep friendships; a wonderful church community; health; a beautiful home in the great Pacific Northwest; a love…

Divorce and your mortgage: Here’s what to know

The article including thoughts from Mary Ann Ferreira, CFP®, Certified Divorce Financial Analyst™, and Viridian Shareholder was originally published on Bankrate.com. To read the full article, click here.

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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