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: https://www.barrons.com/articles/pay-for-performance-funds-cropping-up-1541519816

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: https://www.wsj.com/articles/new-funds-take-pay-cut-if-they-cant-beat-the-market-1541419200

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…

Viridian Named as one of Seattle Business Magazine’s 100 Best Companies to Work For in 2018

Today, Viridian, a rapidly growing wealth management firm, announced the firm was ranked as one of the “100 Best Companies to Work For in Washington” by Seattle Business Magazine. Continue to Full Press Release

Once Market Darlings, Tech Stocks Enter ‘Prove-It-To-Me’ Era

Brian Johnson, our Chief Investment Officer, was featured in a Wall Street Journal article today discussing technology stocks. Read it (subscription required) here: https://www.wsj.com/articles/once-market-darlings-tech-stocks-enter-prove-it-to-me-era-1524679346#comments_sector

Consolidation is key at Viridian Advisors

Viridian was honored to be featured in the most recent edition of the Puget Sound Business Journal. Our CEO, Adriel Tam, was quoted extensively as the article focuses on Viridian’s consolidating of Investment Management, Financial Planning, and Tax Preparation into one bundled service. Give it a read (subscription required) at: https://www.bizjournals.com/seattle/news/2018/04/23/viridian-advisors-bothell-wealth-management.html

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

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! Click Here for Full Press Release  

Maureen Jones Joins the Viridian Team

We are delighted to announce Maureen Jones has joined the Viridian team. Maureen comes to Viridian with a wealth of experience and is both a Certified Financial Planner (TM) and Accredited Domestic Partnership Advisor (SM). See Full Press Release here.

Joe Erickson Named Shareholder

Joe Erickson
SEATTLE, Aug. 17, 2017 /PRNewswire/ — Viridian, a leading financial advisory firm in the Puget Sound region, announced today that Joe Erickson was recently named shareholder. Joe’s promotion highlights the expanding nature of Viridian Advisors since its merger with Appropriate Balance in March of 2017. As partner, Mr. Erickson will continue to work with clients in tax planning, preparation, and…