Headquartered in Maryland, Verdence Capital Advisors delivers comprehensive wealth management and multi-family office services to individuals, families and business owners with complex financial needs.
$4.5B
Client Assets (AUA)
50+
Professionals & Staff
4
Office Locations
Mergers & Acquisitions
Verdence blends the resources of a large firm with the personal attention of a boutique, offering advisors a client‑first culture and meaningful support for growth.
Leadership
Leadership
“Verdence is where advisors grow, and our partnership with WPCG accelerates that growth. With WPCG’s capital, infrastructure support and M&A expertise, we’re expanding our platform, enhancing technology and operations and creating new opportunities for advisors, all while delivering the client experience that sets Verdence apart.”
– Leo J. Kelly III, CEO & Thomas New, President
Core Client Offerings
Financial Planning
Integrated wealth strategies addressing tax optimization, estate planning, retirement and risk management
Multi-Family Office Services
Oversight and coordination across concierge services, investments, estate planning, philanthropy and family governance for UHNW clients
Business Exit Strategy
End-to-end guidance for business owners navigating succession, liquidity events and transitions to support long-term objectives
Locations
Accolades
Baltimore Business Journal
-
Best Places to Work
2025
Citywire
-
50 Growers Across America Finalist
2025
Alexandria Chamber of Commerce
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Top 40 Under 40
2025
News & Press
April 1, 2026
Hunt Valley wealth firm with $4.6B in assets sells majority share
News Article
Get In Touch
Colin McKee
Director
colin.mckee@wealthpcg.com
Phone
561-838-7234
More From Verdence
Verdence delivers institutional-quality wealth management with the personal attention of a trusted family advisor, serving clients who expect more from their financial partner. For more information: