Posts Archive
adriel tam
Can Index Funds Replace an Advisor? The true value of an objective advisor cannot be measured in fees or profit.
This article was originally published in US News & World Report with quotes from Viridian CEO & Founding Shareholder, Adriel Tam.
Read MoreIs it time to change financial advisers?
Written by Adriel Tam, CEO and Founding Shareholder. The original article is published on MarketWatch. To read the full article, click here.
Read MoreBreak rules and create new solutions, experts say at Workforce Summit
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 More8 Mistakes to Avoid When Choosing a Financial or Tax Adviser
Written by Adriel Tam, CEO, and Bruce Yates, Financial Advisor. Original article posted on Market Watch here.
Read MoreViridian 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
Read MoreConsolidation 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
Read MoreViridian 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!
Read MoreViridian 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
Read MoreRegulations and retirements are driving wealth management mergers
Seattle money managers expect greater consolidation among the more than 300 investment firms in Washington state. Continue to Full Article…
Read MoreViridian Advisors Recognized for 7th Consecutive Year as a FIVE STAR Wealth Manager
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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