Posts Archive

Viridian News

Viridian Advisors Recognized as a Five Star Wealth Manager for 8th Consecutive Year

February 19, 2018

We are proud to announce for the 8th consecutive year Viridian Advisors has been named by Seattle Magazine as Five Star Wealth Managers in the February issue. Receiving the award this year are Mary Ann Ferreira, Doug Custer, Marcus Dusenbury, and Adriel Tam. Congratulations to all!  

Read More

Viridian Announces New Financial Advisor

February 17, 2017

Viridian is proud to welcome Matthew (Matt) Boelter as newly appointed Financial Advisor.  In his role Matt will continue to work with clients in preparing financial plans and investment portfolios. Matt has been recognized as one of the top performing financial advisors in the greater Puget Sound area.  Matt previously was affiliated with Voya Financial.…

Read More

Viridian Celebrates 10 Years of Support for the House That Love Built

October 10, 2016
,

Viridian Investments is proud to support Ronald McDonald House Charities® of Western Washington & Alaska through attendance at the 28th anniversary gala on October 8th, 2016 at the Seattle Sheraton Hotel. Viridian founders Marcus Dusenbury and Adriel Tam once again sponsored a table at the event which raises proceeds to fund operations at the Seattle-based RMHC. The Seattle…

Read More

Viridian Tax and Accounting is a Platinum Level partner of Concur Advisor Program

April 6, 2016

We are happy to announce that we are not part of the Concur Advisor Program.  Concur is a fantastic tool for travel and expense management for almost any sized business.  Their system integrates with smartphones for easy receipt reconciliation and management along with a simple user interface for approvals and process management in your system.…

Read More

Viridian Advisors Recognized for 6th Consecutive year as a FIVE STAR Wealth Manager

January 25, 2016
Read More

October 12, 2015

  We are proud to be participating again in this year’s 27th Annual Ronald McDonald Gala on the 17th of October at the Sheraton Hotel.  Adriel currently serves as Board Member and Investment Committee Member for the organization.  This is our 8th year of involvement with the House That Love Built. If you shop on…

Read More

Viridian Recognized for 5th Consecutive year as a FIVE STAR Wealth Manager

April 2, 2015

Viridian is proud to announce that Adriel Tam has been named to the 2015 FIVE STAR: Best in Client Satisfaction Wealth Managers list in the April issue of Seattle Magazine.  This is the 5th year in a row a Viridian advisor has received this recognition.  The FIVE STAR Best in Client Satisfaction Wealth Manager Award…

Read More

Elledge Financial Services Merges with Viridian Investment Management

January 31, 2015
,

We are proud to announce the merger of Elledge Financial Services with Viridian Investment Management effective immediately.  The combined firms will retain all staff and consolidate offices in Everett and Snohomish to a new location in Everett. “I am delighted to make this announcement today.  After years of thoughtful searching and consideration we have identified…

Read More

Everett Office is Up and Running

December 23, 2014

We have completed our move from Snohomish to our new Everett office.  The address is: 1316 Wall Street Suite 2D Everett, WA 98201   Our phone numbers, email addresses and fax number have all stayed the same.

Read More

Viridian Investments Attends RMHC’s Annual Gala

October 15, 2014

Viridian Investments is proud to support Ronald McDonald House Charities® of Western Washington & Alaska through attendance at the 26th anniversary gala on October 11, 2014 at the Seattle Sheraton Hotel. Viridian founders Marcus Dusenbury and Adriel Tam once again sponsored a table at the event which raises proceeds to fund operations at the Seattle-based RMHC. The Seattle…

Read More

Get In Touch

Share On Social Media