Who We Are

An Independent Firm providing Comprehensive Financial Planning
and Investment Management Services.

We are an independent firm providing comprehensive planning and financial management services to closely held businesses, families, and individuals. Viridian in modern English language is best described as the mix between the color blue and green. It comes from the Latin word Viridis, which means to grow green and strong. We feel the name reflects both us and our firm on various levels. We started Viridian in the state of Washington, known as the Evergreen State. Washington’s state tree is also an Evergreen – the Western Hemlock – which is reflected in our logo.

The Western Hemlock (Tsuga heterophylla) is a coniferous tree growing from 150 to over 200 feet in height. It is the largest species of its kind and has been recorded to live over 1200 years. We wanted our name and logo to reflect three specific characteristics of us and our company: Strength, Stamina, and Recognition of our origin here in the Pacific Northwest While we are still based out of Seattle, WA, we now have expanded our client base in numerous states and various countries. Our name and logo will continue to remind us of our roots…


Each client has a unique set of goals in mind, when they would like to achieve them, and how comfortable they are with risk. The very first step in our process is helping clients formalize their vision by setting expectations and creating a structure for pursuing these goals.


For many individuals or families, the word estate can mean many things: a gift, a summary of one’s life achievements, or a legacy. At Viridian we view the estate as simply a piece of the plan, another moving target that may fluctuate along the way.


Sometimes viewed as the evil three letter word, tax planning represents a piece of the overall financial planning puzzle. The challenge is to prevent the tail from wagging the dog; although part of the complexity, tax should not be the driver of your goals.


The final step in our process is execution. We have spent the majority of our time understanding your challenges and capabilities to formulate your long-term plan – the final step is putting that plan into effect.

Ready to take the next step?

Customized Financial Strategies & Investment Management services to manage your needs.