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Top Bothell Wealth Management Firm Continues Growth Through Strategic Relationships and Young Talent

FOR IMMEDIATE RELEASE Top Bothell Wealth Management Firm Continues Growth Through Strategic Relationships and Young Talent Bothell, WA (August 26, 2019)—Viridian, a leading local financial wealth management firm, is pleased to welcome two new college graduates from Central Washington University (CWU), and cites Viridian’s collaboration with CWU’s Personal Financial Planning Program as being instrumental to…

Viridian Recognized for its Explosive Growth

FOR IMMEDIATE RELEASE Viridian Ranked in Top 50 of the Eastside Fastest Growing Private Companies by Puget Sound Business Journal Bothell, WA (August 11, 2019)—Viridian, a Bothell-based Wealth Management and Tax Planning firm, is proud to be ranked as one of Washington’s fastest-growing private companies in the Puget Sound Business Journal’s top 50 list, ranking…

Can Index Funds Replace an Advisor? The true value of an objective advisor cannot be measured in fees or profit.

Adriel Tam
This article was originally published in US News & World Report with quotes from Viridian CEO & Founding Shareholder, Adriel Tam.

These are the Biggest Mistakes People Make with Social Security

Mary Ann Ferreira
This article was originally published in Bankrate with quotes from Viridian Financial Advisor & Shareholder, Mary Ann Ferreira. To read the full article click here.

Viridian Names Maureen Jones Shareholder

Maureen Jones
SEATTLE, WA, July 1, 2019 /PRNewswire/ — Viridian, a rapidly growing wealth advisory firm in the Puget Sound region, announced today that Maureen Jones, CFP® was recently named shareholder. “I am delighted to announce that Maureen is our latest shareholder,” said Adriel Tam, CEO of Viridian. “Throughout her career at Viridian Maureen has brought a combination…

Break rules and create new solutions, experts say at Workforce Summit

Adriel Tam, Viridian CEO and Founding Shareholder, was featured in an article by Association of Washington Business (AWB). The article is all about AWB’s 3rd Annual Workforce Summit which focuses on how employers can make a positive difference in their employee’s lives. Read the full article here.

Entry-level U.S. home prices saw biggest, smallest gains in these markets. Here’s what it means for you

Mary Ann Ferreira, Financial Advisor and Shareholder was featured in an article by Bankrate who analyzed data over the past five years from 2013-2018 to see the largest and smallest price gains for starter homes. Click here to read more.

Viridian Continues Its Growth With Merger Of Premier CPA Firm

Bothell, WA (January 21, 2019) We are proud to announce today the merger of Viridian Advisors and Rieke & Company, P.S. in Woodinville, WA. “I am delighted to make this announcement. After a very long search and vetting process we have identified the firm we will be merging with and effectively acting as our succession…

‘We expected more tailwinds’: RIAs’ best (and worst) investment calls

Brian Johnson, Chief Investment Officer, and Doug Custer, CFP® were featured today in an article by Citywire who spoke with leading RIAs about their 2018 highs and lows—as well as their hopes for the quickly upcoming 2019. Click here to read it.

How to Solve a Problem like Small Clients

Doug Custer, CFP® was featured in an article by Citywire today discussing the various paths to take when having low-asset “small” clients. Click here to read it.