Posts Archive
viridian
529 plan vs. Roth IRA: Here’s how families can use both to save for college
Article including quotes from Matt Boelter Viridian Financial Advisor and Shareholder. The article was originally published with Bankrate. To read the full article, click here.
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Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder
To read Matt’s complete bio click here
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Rick McDonald Joins the Viridian Team
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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New Funds Take Pay Cut If They Can’t Beat the Market
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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Consolidation 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
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Joe Erickson Named Shareholder
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…
Read More Regulations 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…
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Seattle-area investment management firms merge
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 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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Viridian Attends RMHC’s Annual Gala
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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