We know your story because we are your story.
We understand the complex questions facing advisors and RIA firms today: How do I expand my capabilities while still directly serving clients? How do I access investment options that were previously out of reach? At what point can I start planning for growth, continuity, or retirement?
You may feel spread thin trying to do everything alone or with a small team or have held back growth because it would divert your focus. The options seemed binary—stay small, sell, or build necessary resources on your own.
What if you could retain control over your strategic direction yet also gain customized capabilities, technologies and access to elevate your business?
Our RIA+ solutions help address those complex questions by providing specialized resources and scale to amplify your firm’s strengths while easing the day-to-day burdens. We also allow you to access institutional-grade portfolio platforms, alternative investments, and strategic research.
The question is not whether, but how we can help with obstacles holding you back. Transform your business without turnover, remain focused on your clients, and gain the support of an experienced RIA solutions team.
Let’s have a strategic discussion about what “what’s next” looks like on your terms. See firsthand how Verdence/RIA+ can help you achieve more while preserving what makes your firm special—independence supported by excellence.
The decision before you is how to top your personal best via added resources, experience, and access.
Achieve together what is difficult alone. Allow us to help you amplify what makes you successful.
Welcome to RIA+ — Leo’s Story
Marketing — Big Business Offering
Click the links below to gain valuable insights into our business philosophies and discover what drives our success. These industry interviews with our CEO, Leo Kelly, offer a glimpse into how we operate, innovate, and deliver results. Discover why we believe our approach sets us apart and how we’ve earned the trust and respect of our peers and partners.
It’s time to grow
Learn more about our robust platform that’s ready for your success.