We built Viridian to help individuals, families, and closely-held businesses navigate the forest of complexity that results from financial windfalls, roadblocks, and detours. We understand that your life has its own unique complications, and that you’ll experience pitfalls and setbacks, successes and good fortune, and they all help shape your goals, dreams, and decisions.
At Viridian, you will find professional financial and tax planners who live to guide you through that forest. As fiduciaries, our devotion is to our clients, not to some big company’s bottom line. You can be sure that we will always put your interests first.
As Viridian has grown, we’ve continually sought out the best talent we can find, not only to ensure that clients face the future with a solid plan, but with the expert counsel they need to adjust that plan as the journey unfolds.
Viridian is 100% employee owned.
On June 15th, 2017 Viridian and ABFS introduced its new logo to clients.
On March 1, 2017 two great firms decide to combine forces, talents, and services to form Viridian Advisors - An Appropriate Balance Company. The combined companies serve mostly clients in the Pacific Northwest, but have clients all throughout the United States. This new firm manages over half a billion dollars in client assets and is one of the fastest growing RIA's in the area. Simultaneously new partners in the firm are formally introduced including Mary Ann Ferreira, Mark Jaeger, Brian Johnson, Doug Custer. Viridian is a 100% employee owned firm.
On January 1, 2015 Viridian acquires Elledge Financial Services in Everett. Elledge Financial Services is an independent financial services firm serving both individuals and closely held businesses.
On July 1, 2013 Viridian mergers with Quality Financial Services in Bellevue. Quality Financial Services is both a State registered RIA as well as an independent financial services office serving both individuals and closely held businesses.
On July 31, 2012 Viridian acquires Bloom and Company, to add deep talent to the team as well as a wonderful book of long term clients. Bloom and Company have significant clients with a variety of entity work including reviews and compilations. This is a tremendous value add of services now available to all Viridian clients.
On October 1, 2011 in an effort to offer more services for clients and seeing the future of our industry becoming a more comprehensive service offering - Viridian Tax and Accounting is formed. Life for this young company begins with the acquisition of Warren Financial Services which is a tax and accounting firm located in the city of Snohomish.
On September 1, 2009 Viridian closes its first acquisition of Hansen Financial Services. Hansen Financial services works mostly with individuals in managing their investment accounts both in qualified and non-qualified accounts.
On January 1, 2009 during one of the most catastrophic economic down turns in the history of the US and World - Marcus Dusenbury and Adriel Tam start Viridian Investment Management out of a small office across from their former employer UBS Financial Services. Their famous tagline - ``There's never a wrong time to make the RIGHT decision`` still lives strong to this day.
On March 29th, 1996 Bob Abrams founded and started Quality Financial Services. Starting his own independent financial services firm having previously been affiliated with John Hancock Financial Services.
January 1, 1990 Carl Warren starts and founds Warren Financial Services in Snohomish. He begins this business with his wife Sue focusing their time and effort on working with individuals and small businesses.
June 1, 1982 Bob Bloom founds Bloom & Company CPA's in Seattle. Bob begins his business and it quickly grows over the years. Primarily working with small family held businesses and individuals.
September 4th, 1984 Appropriate Balance Financial Services was founded in Bellevue, WA. ABFS was one of the first Registered Investment Advisors in the the Northwest. A visionary before his time Bruce Yates and his partner Bob Pennell begin the grand journey this day.