Veridian Capital Partners

EST. AUM
$551,065,850

CONTACTS

CLIENT ACCOUNTS
822

Firm Details

Metro area Washington, DC
CRD Number 314290
Website vcpwealth.com
Client types

Overview

Frederick Financial Consultants, LLC (doing business as Veridian Capital Partners) is an independent, SEC-registered investment adviser (RIA) headquartered in Frederick, Maryland, founded in 2021. Operating under a strict 100% fiduciary standard of care, the boutique private wealth practice specializes in providing comprehensive financial planning, standalone consulting services, and ongoing asset management tailored to individual retail savers, mass-affluent pre-retirees, and high-net-worth households. The firm structures its primary advisory offerings through integrated Wrap Asset Management and Wrap Comprehensive Portfolio Management programs, allowing clients to consolidate ongoing portfolio tracking, asset rebalancing, and custodian execution fees into a transparent, all-inclusive fee structure. To maximize operational scale, certain firm professionals operate under a dually affiliated hybrid framework as registered brokers with Purshe Kaplan Sterling Investments. Veridian Capital Partners completely rejects volatile market-timing speculation, relying on objective strategic asset allocation models composed primarily of liquid individual equities, institutional low-cost mutual funds, and exchange-traded funds (ETFs) customized to defend long-term purchasing power.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Veridian Capital Partners

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company