Welcome to Viridian Wealth Management founded by Anita Niefeldt, CFP®
At Viridian Wealth Management, our responsibility is to you – always. As a fee-only fiduciary practice, we don’t receive commissions or push products. That helps reduce conflicts of interest, so our guidance stays focused on what matters most to you. Our only job is to help you build a clear, integrated plan you actually understand and can act on.
What working with us looks like:
Clarity: Plain-language guidance so you understand your options and feel confident in decisions.
Coordination: A cohesive plan that connects the dots across your finances- not isolated recommendations.
Personalization: Advice tailored to your goals, values, family priorities, and the realities of everyday life.
Accountability: Regular check-ins and practical next steps so progress doesn’t stall.
21
YEARS
OF EXPERIENCE
Getting Started
3 EASY STEPS TO FOLLOW !
Getting started is simple. In three straightforward steps, we’ll get to know what matters most to you, clarify how we can help, and begin building a plan you can feel confident following.
Step One
Schedule A Call
We’ll start with a relaxed, no-pressure conversation to learn what brought you here, what you’re working toward, and what kind of support you’re looking for.
Step Two
Discuss Your Goals
If it feels like a fit, we’ll talk through your priorities and challenges, explain how we work, and outline the services that would be most helpful for your situation.
Step Three
Build A Personalized Plan
Then we’ll organize the details, identify your next best steps, and create a practical plan you can understand and act on – with guidance to help you stay on track.
Our Clients
We help people organize their finances and make confident decisions as their life and finances become more complex.
Earning more but don’t have a cohesive long-term plan
Juggling priorities (career, family, aging parents) and want everything aligned
Managing variable pay (bonus, commission, equity) and need a strategy
Unsure what to do with cash – how much to keep vs. invest
In a transition (new job, relocation, marriage/divorce, new baby)
Planning for retirement and want confidence in timing and next steps
Protecting what you’ve built as you approach retirement
Navigating inheritance or legacy goals and want a thoughtful plan
Our Strategic Alliances
Your Advisor
Meet Anita
FOUNDER, WEALTH ADVISOR
Anita Niefeldt, CFP®, MBA
ADMINISTRATIVE COORDINATOR
Susan Town
MARKETING
Kathrin Applebaum
IT SUPPORT
Janek Niefeldt
Testimonials
Anita Niefeldt has been our financial advisor for the past few years, and we couldn’t be happier. After COVID, we were trying to figure out the best way to plan for retirement and our future. Anita has always given us clear, strategic advice that not only helped us with immediate decisions but also set us up to reach our long-term goals.
As my husband and I get closer to retirement, it’s been so important to us to make smart choices with our investments. Thanks to Anita’s strategic planning and thoughtful guidance, we’re now on track to retire much earlier than we ever expected. Her knowledge and experience have made all the difference, and we can’t recommend her highly enough!ed!
I was introduced to Anita Niefeldt by a long-time, trusted friend. Her business focused on research, and I knew she conducted a great deal of due diligence before trusting anyone, especially when it came to finances. I met Anita after the loss of my husband of 36 years, which has been the most challenging time in my life, and I still striving for healing. My husband had always managed our finances, and I hated dealing with any of it. Anita was very kind and patient with me, serving as both a financial advisor and, at times, a therapist. While I still cringe a bit when it comes to finances, I now feel much more secure, comfortable, and informed with Anita’s guidance. I feel heard when I meet with Anita. She focuses on what is important to me and my goals. In short, Anita has improved my financial portfolio and helped me develop a much clearer understanding of a long-term plan. I highly recommend her to anyone seeking personalized service and professional financial guidance. Lastly, I recommend Anita not only for her knowledge but also because she is a genuinely kind and decent person who truly cares about others, which is reflected in her work and communication.
Before meeting Anita, I had never really looked carefully at my retirement situation, and when I did meet with retirement planning professionals, I never felt like the advice was quite right for me and my personal goals. Trying to do planning by reading books or online sources also didn’t really work well, as I was not sure if my choices were the right ones. As retirement grew close it was important that I find someone who could explain my options to me clearly and patiently. I needed someone I could trust, and I’m so happy I found Anita! With Anita, I could review various scenarios, and realize things were better than I had though. I could also set realistic expectations that addressed my own personal goals and challenges. Everything was appropriate to my own needs, and having this so customized really helped ease my mind. I’ve been able to do more than I expected and yet manage my funds responsibly. I really enjoy meeting with Anita to update my plan, and talk about what changes I might make. I would definitely recommend her and only wish I had been working with her a long time ago. She’s really been a big help, and I no longer worry about my future.
