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.

Learn More About Our Services

 

Welcome to Veridian Capital Partners 

Veridian Capital Partners is a wealth management firm located in Frederick, Maryland. With more than 50 years of combined experience, our Advisor team serves families across the country, offering investment management and financial planning rooted in a fiduciary commitment to always place clients' interests first. 

Many people find that their financial world becomes more complex over time, and they look for a trusted partner who can provide objective, easy‑to‑understand guidance. We are here to help clients navigate those decisions with clarity and confidence.

We provide thoughtful, well‑informed guidance across financial, investment, business, tax, and estate planning. By drawing on the depth of our experience, we help clients make decisions that support the long‑term stewardship and growth of their wealth.

When you engage with Veridian Capital Partners, you partner with a team of professionals committed to providing thoughtful, objective financial guidance. We welcome you to inquire about working with us for comprehensive, forward-looking financial planning.

Complimentary Consultation

Services

Asset and Investment Management

Our team of professionals understand the intricacies of different types of investment accounts and how they should function together. We are 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 with clients to take the burden of management off their shoulders

Financial Planning

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

Retirement Planning

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.

Estate Planning

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.

Our Team

We help build, manage, preserve and transition wealth for anyone!

 

 

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