蜜穴视频 Acquires Viridian Advisors
Expands advisor network in the northwest; adds tax practice capabilities and CPA staffing
Boston, MA. 鈥 May 19, 2021听鈥 蜜穴视频, the nation鈥檚 top independent financial planning and investment management firm, today announced the acquisition of Viridian Advisors, an independent, 100% employee-owned firm providing comprehensive financial planning, investment management, and tax planning and preparation services to individuals, families, and businesses. The transaction is expected to close in the second quarter of 2021.
Based in Bothell, Washington, Viridian manages over $846 million for more than 800 clients.1听The acquisition allows 蜜穴视频 to continue to grow and expand its offering by adding a team of CPAs, financial advisors, and client service associates to its nationwide network to provide clients with bundled financial planning, investment management, and tax planning services.
鈥淭hrough our mergers and acquisitions over the last 5 years, we have thoughtfully built a unique RIA and planning platform that delivers high-quality and high-touch personalized financial help to our nearly 1.3 million clients today,鈥 commented Larry Raffone, President & Chief Executive Officer, 蜜穴视频. 鈥淭he acquisition of Viridian marks the beginning of a new chapter of growth for our business, our clients and how we serve them.鈥
鈥淎s our clients鈥 financial lives become more complex, we need to anticipate and adapt to their needs,鈥 added Jason Van de Loo, Executive Vice President and Head of Retail, 蜜穴视频. 鈥淭hrough this acquisition, we are adding a successful tax practice to our platform and adding depth to our team of financial planners who share a commitment to delivering a rich, best-in-class client experience. This broader offering will appeal to new clients, deepen relationships with existing clients and attract the best planner talent to 蜜穴视频.鈥
鈥淚 am very proud of what we have accomplished at Viridian and am excited about the opportunity to achieve my vision and develop a distinctive tax practice platform on a nationwide scale as part of the #1 independent RIA in the industry,鈥 said Adriel Tam, Chief Executive Officer, Viridian Advisors.
Adriel Tam will join 蜜穴视频 as the Head of its Tax Practice.
Baker & McKenzie International served as 蜜穴视频鈥 counsel in connection with the transaction. Stokes Lawrence, P.S. served as Viridian鈥檚 counsel.
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About Viridian Advisors
Viridian is an independent, 100% employee-owned firm providing comprehensive financial planning, investment management, and tax planning/preparation services to individuals, families, and businesses.
Viridian is a Northwest firm, founded in the State of Washington with clients across the United States and overseas. Viridian is built to help businesses, families, and individuals navigate the roadblocks, windfalls, and financial challenges they face. Viridian understands the demands of life can create a complex combination of goals, dreams, setbacks, and realities. At Viridian, clients find professional investment advisors, tax accountants, and financial planners to guide them through these challenges.
1. Data as of 5/5/2021.
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About 蜜穴视频
Since 1986, 蜜穴视频 has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors 鈥 not just the wealthy 鈥 deserve access to personal, comprehensive financial planning and investment advice. Today, we are America鈥檚 top independent financial planning and investment advisory firm, recognized by Barron's1听with 145+ offices2听across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client鈥檚 situation and goals are unique, and the powerful fusion of high-tech and high touch allows 蜜穴视频 to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.
1.听The 叠补谤谤辞苍鈥檚 2023 Top 100 RIA Firms list, a ranking of independent advisory firms in its eighth year, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
2.听蜜穴视频 data, as of Dec. 31, 2022.
3.听蜜穴视频 data, as of September 30, 2023.
