About us
Trusted advisors for the long run
An independent, employee-owned advisory firm helping individuals, families and business owners make confident financial decisions for 25 years.
Our story
Built on the belief that advice should serve only you
Verdant Wealth began in 2001 with a simple idea: people deserve financial advice that isn't tied to selling them something. We've been independent and fee-only ever since.
Today we're a team of planners, investment specialists and tax experts serving families and business owners across the country, and still small enough that every client knows their advisor by name.
- Founded
- 2001
- Advisors & specialists
- 48
- Assets under advisement
- $4.2B
- Client retention
- 97%
Qualified, regulated and independent: advice you can trust
- Fiduciary standard
- Fee-only advice
- Certified Financial Planners
- Chartered Financial Analysts
- Registered Investment Adviser
- Independent & employee-owned
Our values
What we stand for
Four principles guide every recommendation we make and every relationship we build.
Integrity first
Your interests come first, every time. It's a legal duty, and it's how we'd want to be treated.
Long-term thinking
We plan in decades, not quarters. Patient, disciplined decisions compound into lasting wealth.
Radical clarity
No jargon, no hidden fees, no surprises. You'll always understand what we recommend and why.
Genuine partnership
We get to know your family, your business and your values, because good advice is personal.
Milestones
Twenty-five years of independent advice
2001
Founded by two planners who believed advice should be independent and fee-only.
2008
Launched our business finance practice to serve founders and owner-managers.
2015
Became employee-owned, so every advisor shares in the firm's long-term success.
2024
Passed $4 billion in assets under advisement across 1,800 client relationships.
Leadership
The people behind your plan
Credentialed, experienced and genuinely invested in your success. You'll work with a named lead advisor backed by specialists.
- Sarah LinManaging Partner · CFP®
- Marcus AdeyemiChief Investment Officer · CFA
- Elena HartHead of Tax & Estate Planning
- James PorterBusiness Finance Partner
- Nadia KarimSenior Wealth Planner · CFP®
- Tom WalshRetirement Specialist
Get started
Let's talk about your financial future
Book a free, no-obligation 30-minute call with a senior advisor. You'll leave with clear next steps, whether or not we work together.