Verdence Capital Advisors

Nine years ago, Verdence was founded on a simple idea: Truth + independence. We are passionately independent in the representation of our clients. Our people, ideas and collaborative environment all focus on the clients we serve. We're grateful for all of our clients and colleagues who have been part of our journey over the last nine years, and to many, many more. ✨ Happy Independence Day!

Looking for your next great read? 📖 Here is what our Verdence team is currently reaching for this month. ▫️Leo Kelly - "Peak Human" by Johan Norberg ▫️Cameron Bunce - "1984" by George Orwell ▫️Brian Sabo, CFP® Sabo - "River of Doubt" by Candice Millard ▫️Ben Johnson - "Say Nothing" by Patrick Keefe Share this list with your favorite reader and tell us what book you can't put down below. 👇 #FinancialAdvisor #CurrentlyReading #Leadership #Bookstagram #BookRecommendations #BookCollection #BookSeries #ReadingList

9 of 19 Fed policymakers have already penciled in at least one rate hike before year end, yet equity valuations may not reflect that risk. 🤔 https://hubs.la/Q04mX_yz0 At the same time, a 60-day U.S./Iran ceasefire remains fragile, with the Strait of Hormuz, Israel-Lebanon tensions, and Iran's nuclear program all still unresolved. Verdence Capital Advisors CIO Megan Horneman addresses the 5 questions she sees on every investor's mind at the halfway point of a difficult year. Read the full piece → https://hubs.la/Q04mX_yz0 Subscribe for weekly insights → https://hubs.la/Q04mXZtH0 #FedRateHike #GeopoliticalRisk #EquityStrategy #MacroOutlook #WealthManagement #FixedIncomeOutlook #MarketCommentary #InvestmentInsights

Thinking about selling your business? Find out if you’re truly ready with these 15 key questions. Get your checklist now. 📝 https://hubs.la/Q04m9ppZ0 #BusinessExit #EntrepreneurLife #EntrepreneurJourney #Leadership #BusinessExitPlanning

👏 We're thrilled to welcome Abraham Miller to the Verdence Capital Advisors team as a Private Wealth Associate. Abe brings a strong background in wealth management, attention to detail, and a standard of client service experience Verdence clients count on. Please join us in welcoming Abe to the team! For more on Abraham and the rest of our team, go to https://hubs.la/Q04ms4w00 #Verdence #NewTeamMember #WealthManagement #PrivateWealth

We're #hiring a new Director of Estate Planning & Tax Strategy in Hunt Valley, Maryland. Apply today or share this post with your network.

Millions of investors are turning to AI for investment guidance. 🤖📊 Are you one of them? https://hubs.la/Q04mhNnh0 In our 2Q 2026 White Paper, Verdence Capital Advisors CIO Megan Horneman helps educate investors on how LLMs work, where they can be useful, and where they fall short, particularly when it comes to investment decisions. ⚠️ This isn't an article to discourage the use of new tech, but to give a clearer picture of what these tools can and cannot do. Read the full piece → https://hubs.la/Q04mhNnh0 Subscribe for weekly insights → https://hubs.la/Q04mj4kR0 #AIInvesting #LLMRisks #PortfolioConstruction #FiduciaryDuty #WealthManagement #InvestmentAdvice #AILimitations #PrivateWealth #AssetAllocation #RIA

We have committed to building the kind of firm clients would design if they had the choice, and the kind an advisor would build if given the chance. ✨ We're thrilled to share that Verdence Capital Advisors has been recognized as one of Baltimore's Best Place to Work by the Baltimore Business Journal for the 2nd year in a row. 🎉 We believe a strong company is where culture supports long-term relationships for our team and our clients! See the list of all honorees here: https://hubs.la/Q04mdQP80 #BestPlacesToWork #BaltimoresBest #BaltimoreJobs #MarylandJobs #FinancialAdvisor #WealthManagement #FinancialPlanning #BaltimoreBusinessJournal #BBJ Disclaimer: The 2026 Best Places to Work awards place a spotlight on companies in the greater Baltimore area that are going above and beyond for their employees, as determined by an employee survey conducted by Quantum Workplace. Verdence was recognized on 04/29/2026. The information reflects a voluntary employee survey completed March 2, 2026 through April 3, 2026 that measured key areas of an organization's culture. These areas ranged from compensation and benefits to trust in senior leadership. The survey also measured the level of engagement exhibited by employees. The Business Journal required a $250 submission fee for consideration.

Get a break down of the Fed's response to inflation, jobs reports, and more. Understand how their moves impact your portfolio in just 5 minutes with Verdence CIO Megan Horneman . 🕑 https://hubs.la/Q04m75jF0 Listen anywhere you enjoy your podcasts. 🎙️🎧 #MarketInsights #InvestmentNews #InvestingNews #MarketNews #Inflation

To the fathers, stepfathers, grandfathers, father-figures, and mentors who inspire us every day, thank you for all you do. 💙 And to the dads of Verdence, your dedication, balance, and wisdom you bring to all your roles are truly appreciated. Happy Father’s Day from all of us! #FathersDay #CompanyCulture #WorkLifeBalance #TeamAppreciation