Verdence Capital Advisors is a wealth management firm serving individuals, families, business owners, and clients with complex financial needs. The firm emphasizes personalized advice, fiduciary commitment, and long-term relationships, supported by a collaborative team and expanded investment and planning resources. Harvest Investment Consultants has joined Verdence, with clients retaining their existing advisors while gaining access to a broader range of services.

Verdence offers private wealth management, including risk analysis, portfolio diversification, and access to alternative and private-market investments. Its financial planning services help clients navigate complex decisions and evolving obligations, while legacy preservation strategies focus on protecting family wealth, values, and philanthropic goals. Family office support can include day-to-day financial assistance, family governance, cybersecurity, philanthropic guidance, and lifestyle management. The firm also advises business owners on exit planning and helps clients plan for major wealth events, such as a business sale, inheritance, or equity payout.

Verdence serves clients through offices in locations including Hunt Valley, Alexandria, Naples, Concord, and New York.