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New Funds Take Pay Cut If They Can’t Beat the Market

November 5, 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/new-funds-take-pay-cut-if-they-cant-beat-the-market-1541419200

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Matthew Boelter Named Shareholder

July 2, 2018

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…

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Viridian Named as one of Seattle Business Magazine’s 100 Best Companies to Work For in 2018

June 29, 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

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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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