We Built Viridian For You And Your Family.

We sought out the best processes and people we could find, people who can help individuals, families, and closely-held businesses navigate the complexity that results from financial windfalls, roadblocks, and detours.

We know everyone has their own story to tell. That’s why we have put together a diverse team of talented professionals who not only can understand your story thus far, but help you plan the chapters ahead, and provide the expert counsel you need to adjust that plan as the future unfolds.

Debbie Baker Named Shareholder

On January 13, 2020 Debbie Baker was named Shareholder with Viridian. Ms. Baker comes to Viridian after founding her firm Debra L. Baker, CPA, P.S. in 2007. In her role with Viridian she will continue to work with her established client base as well as develop new relationships for the firm.

Debbie Baker, CPA

Debbie Baker - CPA and Shareholder

Maureen Jones is named Shareholder

On July 1st 2019 Maureen Jones was named Shareholder with Viridian. Ms. Jones will continue to work with clients as well as develop new relationships for the firm.

Maureen Jones

Maureen Jones
Financial Advisor and Shareholder

Viridian Continues its Growth with CPA Merger

On January 21st, 2019 Viridian merged with Rieke & Company P.S. in Woodinville, WA.

Matthew Boelter is named Shareholder

On July 2nd 2018 Matthew Boelter was named Shareholder with Viridian. Mr. Boelter will continue to work with clients as well as develop strategic relationships for the firm.

Viridian Advisors releases its new Logo!

On January 1st, 2018 Viridian introduced its new logo to clients.

Joe Erickson is named Shareholder

On July 1, 2017 Joe Erickson, CPA was named shareholder with Viridian. Mr. Erikson joined Viridian in 2013 and has been recognized by Viridian as an essential member to its growing CPA team, serving clients in the greater Puget Sound as well as across the nation.

ABFS Merges with Viridian to form Viridian Advisors
- An Appropriate Balance Company

On March 1, 2017 two great firms decide to combine forces, talents, and services to form Viridian Advisors - An Appropriate Balance Company. The combined companies serve mostly clients in the Pacific Northwest, but have clients all throughout the United States. This new firm manages over half a billion dollars in client assets and is one of the fastest growing RIA's in the area. Simultaneously new partners in the firm are formally introduced including Mary Ann Ferreira, Mark Jaeger, Brian Johnson, Doug Custer. Viridian is a 100% employee owned firm.

Viridian Advisors


Viridian Acquires Elledge Financial Services

On January 1, 2015 Viridian acquires Elledge Financial Services in Everett. Elledge Financial Services is an independent financial services firm serving both individuals and closely held businesses.

Viridian Advisors

Viridian Merges with Quality Financial Services

On July 1, 2013 Viridian mergers with Quality Financial Services in Bellevue. Quality Financial Services is both a State registered RIA as well as an independent financial services office serving both individuals and closely held businesses.

Viridian Advisors

Viridian Acquires Bloom & Company

On July 31, 2012 Viridian acquires Bloom and Company, to add deep talent to the team as well as a wonderful book of long term clients. Bloom and Company have significant clients with a variety of entity work including reviews and compilations. This is a tremendous value add of services now available to all Viridian clients.

Viridian Tax and Accounting is Founded

On October 1, 2011 in an effort to offer more services for clients and seeing the future of our industry becoming a more comprehensive service offering - Viridian Tax and Accounting is formed. Life for this young company begins with the acquisition of Warren Financial Services which is a tax and accounting firm located in the city of Snohomish.

Hansen Financial Services Folded In

On September 1, 2009 Viridian closes its first acquisition of Hansen Financial Services. Hansen Financial services works mostly with individuals in managing their investment accounts both in qualified and non-qualified accounts.

Viridian Advisors

Viridian is Formed

On January 1, 2009 during one of the most catastrophic economic down turns in the history of the US and World - Marcus Dusenbury and Adriel Tam start Viridian Investment Management out of a small office across from their former employer UBS Financial Services. Their famous tagline - ``There's never a wrong time to make the RIGHT decision`` still lives strong to this day.

Viridian Advisors

Quality Financial Services Founded

On March 29th, 1996 Bob Abrams founded and started Quality Financial Services. Starting his own independent financial services firm having previously been affiliated with John Hancock Financial Services.


Warren Financial Services Founded

January 1, 1990 Carl Warren starts and founds Warren Financial Services in Snohomish. He begins this business with his wife Sue focusing their time and effort on working with individuals and small businesses.

Bloom & Company CPA's Founded

June 1, 1982 Bob Bloom founds Bloom & Company CPA's in Seattle. Bob begins his business and it quickly grows over the years. Primarily working with small family held businesses and individuals.

The Beginning!

September 4th, 1984 Appropriate Balance Financial Services was founded in Bellevue, WA. ABFS was one of the first Registered Investment Advisors in the the Northwest. A visionary before his time Bruce Yates and his partner Bob Pennell begin the grand journey this day.

Viridian Advisors