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

April 26, 2018

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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Consolidation is key at Viridian Advisors

April 23, 2018

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

February 1, 2018

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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Maureen Jones Joins the Viridian Team

January 1, 2018

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.

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Joe Erickson

Joe Erickson Named Shareholder

August 17, 2017

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…

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Regulations and retirements are driving wealth management mergers

April 21, 2017

Seattle money managers expect greater consolidation among the more than 300 investment firms in Washington state. Continue to Full Article…

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Seattle-area investment management firms merge

March 2, 2017

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…

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Viridian Advisors

Viridian Advisors Recognized for 7th Consecutive Year as a FIVE STAR Wealth Manager

February 9, 2017

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…

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Viridian Advisors

Viridian Attends RMHC’s Annual Gala

November 17, 2016

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…

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Viridian Investments Attends RMHC’s Annual Gala

October 16, 2014

SEATTLE, Oct. 16, 2014 /PRNewswire/ — Viridian Investments is proud to support Ronald McDonald House Charities® of Western Washington & Alaska through attendance at the 26th anniversary gala on October 11, 2014 at the Seattle Sheraton Hotel. Continue to Full Article…

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