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.
citywire, doug custer, low aum, RIA, small clients |
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.
golf, new advisor, pga tour, rick mcdonald, viridian |
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
active management performance funds, barrons, brian johnson |
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
beat the market, brian johnson, new funds, pay cut, viridian, wall street journal |
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…
matthew boelter, viridian shareholder |
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.