
Independent financial advisory offering unbiased advice and strategic planning for executives, business owners, and family office. #DiscoverTrueIndependence
Maryland, Virginia, Florida
Joined May 2018
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📈 All 11 S&P 500 sectors are expected to grow earnings, but gains are concentrated in a few names, and rising input costs may test margins. hubs.la/Q04Byrjv0
For more, go to hubs.la/Q04ByqRm0
#EarningsPreview #ProfitMargins #EnergyStocks #TechEarnings #BankEarnings
We're glad to have this great group on board! Michael Meily, Mark Pallack, Donna Zidwick, and David Baker are definitely made for video! 🎬
#FinancialAdvisor #RIA #WealthManagement #CompanyCulture
Having Craig Rauser join us was an easy decision. From our first conversation, it was clear Craig approaches wealth management the way we do.
Learn more about Craig: hubs.la/Q04zg8Jb0
Successful acquisitions often come down to culture fit. That’s why we were excited to add Harvest to our team. Their advisors take personal pride in their work, something no advisor can fake, and we are glad to have found a team that shares our passion. hubs.la/Q04yyVxp0
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📈 Midterm election yrs have historically been volatile for stocks & slow for GDP. Yet, 2026 has been calmer despite high energy prices, weak consumer confidence, & tight housing affordability.
#MidtermElections #MacroOutlook #PoliticalRisk #Q3Outlook
For more insights, read and subscribe: verdence.com/white-papers/
Please welcome Drew Connor, Private Wealth Associate! Drew supports the advisory teams and our client relationships, delivering a high level of service with keen attention to detail & care.
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#TeamCulture #CompanyCulture #CompanyGrowth #FinancialPlanning
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🏦 Fed raised rates in Sept. for the first time since '23.
📈 Bond yields jumped
🗓️ September lived up to its reputation as a tough month for stocks.
Even so, global equities ended the third quarter with a modest gain.
#MarketRecap #InflationUpdate
When acquiring a firm, we want to know we have the same values. With Harvest, we never had to ask. Nearly 40 years serving Maryland families says it all. We’re excited to see how our resources help them focus even more on serving their clients. hubs.la/Q04yyTNJ0
A fresh, new month means it's time to recognize some of our incredible team. Happy Work Anniversary to Cameron Leydig and John Piccirilli. We're continuously grateful for your hard work and dedication.
#WealthManagement #CompanyCulture #WorkEnvironment #BestPlacetoWork
Please join us in welcoming a new advisor to our Naples, FL office! Craig Rauser CFP® has joined @Verdence and we couldn't be happier to have him on the team.
Learn more about Craig and our entire team here: hubs.la/Q04zdrfq0
#naplesfl #naplesflorida #swfl #naples
Giving season is almost here, and this year the rules are a bit different when it comes to tax efficiency. ✨ hubs.la/Q04z4LTj0
New 2026 tax law changes how charitable deductions work.
#CharitableGiving #TaxPlanning #GivingSeason #WealthManagement #EstatePlanning
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Writing a check may be the simplest way to give. But it's often the least tax-efficient...
#CharitableGiving #TaxPlanning #WealthManagement #EstatePlanning #DonorAdvisedFund #QualifiedCharitableDistribution #YearEndPlanning #FiduciaryAdvice
Some families want giving to be simple.
Others want it to carry the family name for generations.
Read our newest article:
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Sign-up to receive articles:
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Or Substack:
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#FamilyOffice #CharitableGiving #DAF
Diesel moves the U.S. economy.
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But why may proposals to limit diesel exports push fuel prices higher?
Is restoring shipping through the Strait of Hormuz the clearest path to relief?
#DieselPrices #Inflation #EnergyMarkets #MacroOutlook #FreightCosts
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“What we aren't is just a rollup. We are not an acquirer. We're an integrator, and so we're not out there buying EBITDA,” he added. “We want folks that fit our culture.”
#RIA #FamilyOffice #MergersAndAcquisitions #PrivateWealth #RIAMergers
Did you watch? 📺 hubs.ly/Q04yr9QS0
Thursday, Verdence CIO Megan Horneman joined CNBC Squawk Box live to discuss the latest market trends, rising Treasury yields, and the impact on risk assets.
#MarketNews #MarketInsights #SquawkBox #InvestmentNews #TreasuryYields
Please join us in welcoming Jenna Stewart to Verdence! 🎉
Jenna joins our Naples office as an Investment Associate after interning with the team last summer. She brings clear communication and strong organizational skills to client service.
Welcome to the team, Jenna!
Please join us in welcoming Tira Mercadante to Verdence Capital Advisors!
We’re excited to have Tira join our growing integrations team and look forward to the organization, fresh perspective, and enthusiasm she brings to Verdence.
#WelcomeToTheTeam #TeamWork #CompanyCulture















