2024 Themes and Outlook, from CIO, Megan Horneman is now available. Click here to watch

To focus on the preservation and growth of our clients’ financial assets and their family legacy. To provide transparent and unbiased financial advice.

Coming up on 3/27 @ 8:50 am ET: Megan Horneman on CNBC Squawk Box
4/3 @ 9:00 am ET: Megan Horneman on Yahoo! Finance

Are you ready to grow your business and offer your clients an enhanced experience? We invite you to learn more about joining the Verdence advisory team.

Independence is a key factor in providing clients a customized solution.

Our name Verdence means True Independence. It is derived from the words Veritas—Latin for truth—and independence.

Our financial advisors’ team approach delivers an authentic experience.