Posts Archive

Viridian

Top Bothell Wealth Management Firm Continues Growth Through Strategic Relationships and Young Talent

August 26, 2019
, ,

FOR IMMEDIATE RELEASE Top Bothell Wealth Management Firm Continues Growth Through Strategic Relationships and Young Talent Bothell, WA (August 26, 2019)—Viridian, a leading local financial wealth management firm, is pleased to welcome two new college graduates from Central Washington University (CWU), and cites Viridian’s collaboration with CWU’s Personal Financial Planning Program as being instrumental to…

Read More

Viridian Recognized for its Explosive Growth

August 21, 2019
, ,

FOR IMMEDIATE RELEASE Viridian Ranked in Top 50 of the Eastside Fastest Growing Private Companies by Puget Sound Business Journal Bothell, WA (August 11, 2019)—Viridian, a Bothell-based Wealth Management and Tax Planning firm, is proud to be ranked as one of Washington’s fastest-growing private companies in the Puget Sound Business Journal’s top 50 list, ranking…

Read More
Maureen Jones

Viridian Names Maureen Jones Shareholder

July 1, 2019

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…

Read More

Break rules and create new solutions, experts say at Workforce Summit

April 2, 2019

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.

Read More

Entry-level U.S. home prices saw biggest, smallest gains in these markets. Here’s what it means for you

March 11, 2019

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.

Read More

Viridian Continues Its Growth With Merger Of Premier CPA Firm

January 21, 2019

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…

Read More

‘We expected more tailwinds’: RIAs’ best (and worst) investment calls

December 19, 2018

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.

Read More

How to Solve a Problem like Small Clients

December 4, 2018

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.

Read More

Rick McDonald Joins the Viridian Team

November 13, 2018

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.

Read More

Pay-For-Performance Funds Cropping Up

November 6, 2018

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

Read More

Get In Touch

Share On Social Media