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.
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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.
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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
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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
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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…
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
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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
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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
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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
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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.