Verdence Capital Advisors

Independent financial advisory offering unbiased advice and strategic planning for executives, business owners, and family office. #DiscoverTrueIndependence

[Verdence Capital Advisors @verdence]

To the fathers, father-figures, & mentors who inspire us every day, thank you. 💙

To the dads of Verdence, your dedication, balance, & wisdom you bring to all your roles are truly appreciated. Happy Father’s Day!

#FathersDay #CompanyCulture #WorkLifeBalance #TeamAppreciation

[Verdence Capital Advisors @verdence]

From mobile to AI: An experienced founder explains how he believes the next generation of billion-dollar companies will be built.
🎙️🎧 Listen to the podcast now!

➡️ https://t.co/UD9nX4flBy

#entrepreneurjourney #entrepreneurlife #entrepreneurstory #startupsuccess #AIMoment

[Verdence Capital Advisors @verdence]

https://t.co/IVXw13Jwtb
Kevin Warsh chairs his first FOMC meeting this week inheriting the largest Fed balance sheet in history and a headline CPI of 4.2%.

#FedPolicy #KevinWarsh #FOMC #InterestRates #MonetaryPolicy #InflationWatch #WealthManagement #RIA #

[Verdence Capital Advisors @verdence]

SpaceX is set to become the largest IPO in history. 🚀 However, IPO investing history suggests a check on the excitement with valuations and fundamentals worth examining before acting. https://t.co/EW0FTFAbzt

#SpaceXIPO #IPOInvesting #EquityMarkets #WealthManagement #IPO

[Verdence Capital Advisors @verdence]

Hear why Paul Palmieri thinks the biggest AI companies haven’t been built yet—and where founders should focus. 🔎
https://t.co/CRXCtW2ZP8

Listen to the trending episode now!

#businessexit #entrepreneurjourney #entrepreneurstory #entrepreneur #startupsuccess #InvestingInAI

[Verdence Capital Advisors @verdence]

Cheers to many more!

[Verdence Capital Advisors @verdence]

Happiest of work anniversaries to this June crew! 🎉It’s hard to believe how fast time flies when working alongside such a talented team.

Join us in congratulating them on their dedication & client service!

#FinancialAdvisor #RIA #TeamWork #BestPlacestoWork #FinancialPlanning

[Verdence Capital Advisors @verdence]

Half of the largest IPOs in U.S. history produced negative returns in their first year. Yet the average 12-month return was +21.2%. How can both be true? 🤔

#Investing #IPO #StockMarket #WealthManagement #FinancialPlanning #CapitalMarkets #InvestmentStrategy

[Verdence Capital Advisors @verdence]

1/2 of the largest IPOs in U.S. history produced neg returns in their first year. Yet the average 12m return was +21.2%. How can both be true? 🤔 Check back in 30min when we post the 2nd half of data.

#Investing #IPO #StockMarket #WealthManagement #FinancialPlanning

[Verdence Capital Advisors @verdence]

https://t.co/lMKlVj47Zx

May delivered a sharp disconnect: global equity markets hit record highs on AI momentum and ceasefire optimism, while the underlying economic picture grew more complex.

https://t.co/ysD9F1gzFE

#EquityMarkets #MacroOutlook #FixedIncome #GlobalEquities

[Verdence Capital Advisors @verdence]

Self-employed professionals often leave tens of thousands of dollars in tax savings on the table each year by defaulting to the easiest retirement plan, rather than the one that's right for them. 💸

https://t.co/Lq9oTaOsfk

[Verdence Capital Advisors @verdence]

In this week's Barron's Advisor Big Q feature, Verdence Private Wealth Advisor Lucas Belanger, CFP® shares his top tips for the high-earning self-employed.

https://t.co/FpjsFhTgnX

#SelfEmployed #SelfEmployment #HighEarners #FinancialAdvisor #BarronsAdvisor

[Verdence Capital Advisors @verdence]

Key market updates in less than 5 minutes? ➡️ Yes.
https://t.co/EluUMK73Fy

Get Markets With Megan wherever you enjoy your podcasts. 🎙️

Want a history? Go to https://t.co/GGwv4yx6K7

#MarketInsights #WealthManagement #MarketNews #Investing #InvestingNews

[Verdence Capital Advisors @verdence]

This Memorial Day, we pause to remember and honor the courageous service members who have made the ultimate sacrifice for our country. 🇺🇸

Their bravery, their service, and their lives will never be forgotten.

#MemorialDay2026 #Remember

[Verdence Capital Advisors @verdence]

It was an evening of 'dinks', drinks, and making a difference. 🎾✨

Thank you to Make-a-Wish Mid-Atlantic for including our Verdence Foundation in the Pickleball for a Purpose tournament for the second year in a row at Dill Dinkers! It's always a blast.

[Verdence Capital Advisors @verdence]

Great people, great tiles, great conversations. 🀄

Last week, Verdence hosted Mahjong in the Market, bringing together a wonderful group of women for strategy, laughter, and a little friendly competition.

#MahjongLessons #VerdenceEvents #MahjMixers #WealthManagement

[Verdence Capital Advisors @verdence]

Please join us in welcoming Leo Kelly to the Verdence team! 🎉

Leo supports the advisory team across our firm in serving client relationships.

#WelcomeToTheTeam #TeamVerdence #NowHiring #FinancialServices #WealthManagement #WakeForest

[Verdence Capital Advisors @verdence]

Global bond yields are surging, the CAPE ratio sits at its highest level since 2000, & the semiconductor index has risen more than 50% in roughly six weeks. These are not signals to dismiss. ⚠️

https://t.co/5KyewhReAL

#InflationRisk #CAPERatio #FixedIncome #MacroOutlook #SP500

[Verdence Capital Advisors @verdence]

Please join us in welcoming Martin Eader to the Verdence team as our newest Investment & Portfolio Analyst. ✨

We’re excited to have him on board and look forward to the perspective he brings to the team. Welcome to Verdence, Martin! 🎉

#TeamWork #DreamTeam #Investments

[Verdence Capital Advisors @verdence]

Congratulations to Lauren Austin on hitting 2 years with Verdence! 🎉

We’re proud to recognize this milestone and thankful for the hard work, dedication, and commitment Lauren brings to our team. ✨

#TeamWork #TeamRecognition #Marketing #EmployeeAppreciation