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 and overseas. 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.

Subscribe to our YouTube Channel

Our latest video: Boeing VIP, VLO, Pension Options

Latest Posts from our Blog

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

March 2021 Market Update

We’ve had many questions from clients about recent market volatility. Over the years, we’ve occasionally used the term “frothy” to describe market behavior. Certain stock sectors are definitely starting to feel frothy, with growth stocks in particular reaching unusually high valuations, e.g., Price/Earnings (PE) and Price/Revenue ratios. Another recent concern is the potential for an…

Boeing VIP, VLO, Pension Discussion

In this video blog Matt Boelter and Alexa Caplan discuss the options and considerations for Boeing employees who are near retirement or perhaps being offered early retirement.

Meet Anne Waltman, CPA

Anne joined Viridian in August of 2020 as a Tax Manager and CPA. She graduated from the University of Puget Sound with a Bachelor’s in Accounting. After several years in public accounting, she subsequently received her CPA and began work in the banking industry in financial management. She took a professional hiatus to raise a family and…

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

Viridian RIA, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Viridian RIA, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Viridian RIA, LLC unless a client service agreement is in place.