We have been where you are. We understand your needs. In fact, we’ve spent years building the advisory platform that we always wanted. And with this platform we have produced growth with the right tools we had always thought possible.

Now we see the opportunity to share those tools with other independent advisors with two goals in mind:

• To make success a little easier for others on the same journey
• To support the independent wealth management community which we believe is the best model for serving clients on a fiduciary basis

Verdence/RIA+ is a turnkey solution for registered investment advisories, family offices, and institutions that seek to grow their business but would rather forego much of the cost and complexities required to do so. By connecting to our powerful research platform, investment strategy, due diligence, model delivery, and unique access to investment opportunities, we seek to help you deliver a big business offering for a small business price.