Our clients encompass a wide range of ages and occupations, and each is quite unique. That’s why we always focus first on designing a personalized plan for every client we serve.
Americans Moving Abroad
Individuals 5-10 Years from Retirement
Female Heads of Household
Attorneys
Physicians and Medical Professionals
High Earning Individuals and Families
Corporate Executives
Current Retirees
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standard.
We are a partner firm with Victory Financial Group LLC. Victory Financial Group has the experience, resources, and independence to help us ensure our clients have access to the best products, technology, and capabilities that the industry has to offer.
We have a custodial relationship with Charles Schwab, where Schwab holds and safeguards clients' assets, provides account administration, and facilitates transactions.
Viridian Wealth Management is independent of and has no affiliation with Charles Schwab & Co.
Being a Dave Ramsey SmartVestor Pro means aligning with Ramsey's principles of financial stewardship, which emphasize debt elimination, budgeting, and long-term wealth building. Financial advisors in this program are trusted professionals who offer personalized guidance to help clients achieve their financial goals while adhering to Ramsey’s philosophy. This partnership allows advisors to connect with individuals seeking values-driven, ethical advice tailored to their unique financial journeys.
We offer comprehensive financial planning services that cover all aspects of your financial life, from savings to retirement planning, estate management and charitable giving. Our goal is to create a tailored financial roadmap that aligns with your unique goals and life aspirations.
Our customized investment strategies are designed to align with your risk tolerance, financial goals, and time horizon. Our evidence-based investment approach aims to maximize returns while managing risk, ensuring your portfolio is well-positioned to meet your objectives.
Continuous support and education will empower you with the knowledge and confidence to make informed financial decisions. We provide regular reviews and updates ensure that your financial plan evolves with your life changes and market conditions.
