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.

Rick McDonald Joins the Viridian Team

We are delighted to announce Rick McDonald has joined the Viridian team. Rick comes to Viridian with a passion for educating and working with clients at all stages of their lives. Prior to becoming a Financial Advisor Rick was a professional golfer with the PGA Tour. See Full Press Release here.

Pay-For-Performance Funds Cropping Up

Brian Johnson, our Chief Investment Officer, was featured in a Barron’s article today discussing active management. Read it here:

New Funds Take Pay Cut If They Can’t Beat the Market

Brian Johnson, our Chief Investment Officer, was featured in a Wall Street Journal article today discussing technology stocks. Read it (subscription required) here:

Matthew Boelter Named Shareholder

SEATTLE, July 2, 2018 /PRNewswire/ — Viridian, a leading financial advisory firm in the Puget Sound region, announced today that Matt Boelter was recently named partner. This announcement is an exciting time for both the company and its shareholders as it continues to expand its presence in the Northwest. Mr. Boelter will continue to work with clients as well…