Veridian Capital Partners is a team of professionals who are dedicated to helping you achieve financial independence.
We work with successful individuals and businesses to build financial literacy, formulate long term plans, and execute investments based upon your specific circumstance. Ultimately, our mission is simple: helping you achieve financial independence.
Welcome to Veridian Capital Partners
Veridian Capital Partners is a wealth management firm located in Frederick, Maryland. Our Advisor team brings more than 50 years of experience and works with hundreds of families nationwide to provide high quality investment management and financial planning services. Our financial lives get more complicated as we progress through life. Our clients seek unbiased, actionable advice to guide them through the complexities of financial management.
Through a combination of financial, investment, business, tax and estate planning services we become a central figure in the wealth management of the people we work with. VCP pairs our vast experience with state-of-the-art technology to deliver sound advice through cutting edge platforms.
When you engage with Veridian Capital Partners, you engage with a team of professionals who are committed to helping our clients and their families succeed. Please inquire about you and your loved ones joining the VCP family.
Choosing appropriate investments can be a daunting task. Even more challenging is understanding the intricacies of different types of investment accounts and how they should function together. Our team of professionals is equipped to build risk adjusted investment portfolios that are customized to each client. Whether it’s managing a portfolio of stocks, exchange traded funds, and mutual funds, or assisting with making decisions around annuities and alternative investments, we work
Sound financial planning assumes that your financial and life circumstances are unique. We begin our process by learning about you, your goals, and your dreams. We work with you to gather data about your risk-tolerance level, cash-flow needs, tax situation, and other factors that may affect your finances over time. We understand that each client faces a different set of financial challenges.. Once we’ve gained a thorough understanding of your
Our retirement planning services extend to both the accumulation and distribution stages of retirement. Our goal is to assist you in retiring comfortably with an expectation that your resources will be available throughout your lifetime. From social security and pensions, to annuities and individual retirement accounts, we educate you on how each of these assets can work together and be “switched on” to help achieve a comfortable retirement.
For many people their largest asset is the money they’ve accumulated for retirement. Estate planning is a critical aspect of your wealth management plan. We’ll discuss sensitive issues, beneficiary designations, estate tax minimization, and the establishment of trusts to protect your loved ones and the hard-earned assets that you have accumulated throughout your lifetime.
We help build, manage, preserve and transition wealth for anyone!
As a single woman, you may be faced with some unique challenges when planning for retirement. Here are a few considerations.
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.