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
adriel tam, best companies to work for in seattle, best company 2018, viridian best company to work for |
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
apple, brian johnson, facebook, FANG, netflix, twitter, wall street journal |
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
adriel tam, bothell, consolidation, kathy heichel, Puget Sound Business Journal, tax bundle, viridian, viridian advisors |
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
adriel tam, doug custer, five star wealth manager, marcus dusenbury, mary ann ferreira, seattle magazine |
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.
ADPA, CFP, maureen jones, new advisor, viridian advissor |
Joe Erickson Named Shareholder
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…
Joe Erickson, new shareholder, viridian |
Regulations and retirements are driving wealth management mergers
Seattle money managers expect greater consolidation among the more than 300 investment firms in Washington state. Continue to Full Article…
adriel tam, regulation, retirement, viridian |
Seattle-area investment management firms merge
One of the Seattle area’s oldest investment firms merged with one of the region’s newest to create a wealth management organization with $469 million in assets under management. Continue to Full Article…
abfs, appropriate balance financial services, bob pennell, bruce yates, merge, viridian |
Viridian Advisors Recognized for 7th Consecutive Year as a FIVE STAR Wealth Manager
SEATTLE, Feb. 9, 2017 /PRNewswire/ — Viridian is proud to announce that Adriel Tamand Marcus Dusenbury have been named to the 2017 FIVE STAR: Best in Client Satisfaction Wealth Managers list in the February issue of Seattle Magazine. This is the 7th year in a row a Viridian advisor has received this recognition. Continue to Full Article…
adriel tam, FIVE STAR, marcus dusenbury, seattle magazine, viridian |
Viridian Attends RMHC’s Annual Gala
SEATTLE, Nov. 17, 2016 /PRNewswire/ — 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. Continue to Full Article…