Verdence Capital Advisors

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Verdence Capital Advisors Verdence Capital Advisors is a private wealth advisory and multi-family office in MD, VA, FL, and MA.

We believe that building and safeguarding your wealth requires a deliberate and comprehensive approach. That's why we start by providing you with a clear view of your entire financial landscape. As your life changes, so do your financial needs and goals. Managing your wealth can quickly become overwhelming and time-consuming, leaving little time for the things you enjoy. Our team understands the complexities that come with wealth and the challenges of staying on top of important obligations, such as managing new accounts, policies, properties, benefits, taxes, assets, appraisals, and deadlines. We provide a comprehensive analysis of your complete financial picture, including all asset classes and liabilities, in one place. Our team of subject matter specialists— along with additional advisors you may already have, such as accounting, legal, or insurance—work together to identify gaps or redundancies and build a plan that evolves with your life.

10/15/2026

We're glad to have this great group on board! Michael Meily, Mark Pallack, Donna Zidwick, and David Baker are definitely made for video! 🎬

Having Craig Rauser join us was not a difficult decision.From our first conversation, it was clear Craig approaches weal...
10/15/2026

Having Craig Rauser join us was not a difficult decision.

From our first conversation, it was clear Craig approaches wealth management the way we do. For many years, he has worked with individuals and families on their portfolios, goals, and financial planning with great care.

Our people are central to our company culture and how we serve clients.

We're pleased to welcome Craig to our Naples office, where his experience will strengthen our ability to advise the families and individuals we work with.

Curious to learn how Craig can help you work towards your goals? Get in touch today.

Learn more about Craig: https://hubs.la/Q04zg8Fd0




Advisory experience and AUM are important, but we believe successful acquisitions most often come down to culture fit.Th...
10/12/2026

Advisory experience and AUM are important, but we believe successful acquisitions most often come down to culture fit.

That’s what we discussed most in our talks with Harvest Investment Consultants: how do their advisors work? Do they share the same priorities and passions?

What we soon found was our cultures operate on the same principles: advisors who take personal pride in their work. That’s something no advisor can fake, and we are glad to have found a team that shares our passion.

Learn more about the team: https://hubs.la/Q04yyVgN0




https://hubs.la/Q04zDDXX0. 📈 Midterm election years have historically been volatile for stocks and slow for GDP.Yet, 202...
10/11/2026

https://hubs.la/Q04zDDXX0. 📈 Midterm election years have historically been volatile for stocks and slow for GDP.

Yet, 2026 has been calmer despite high energy prices, weak consumer confidence, and tight housing affordability.

In this Q3 2026 white paper, Verdence Chief Investment Officer Megan Horneman looks at what history shows us - about midterms, divided government, and the issues shaping the November 3 vote.

With valuations stretched, fundamentals may matter more than the election outcome.

Read the full piece ➡️ https://hubs.la/Q04zDDXX0

Subscribe for Verdence insights ➡️ https://hubs.la/Q04zDD_k0

https://hubs.la/Q04zDz_y0 🏦 The Fed raised rates in September for the first time since 2023.📈 Bond yields jumped🗓️ Septe...
10/10/2026

https://hubs.la/Q04zDz_y0 🏦 The Fed raised rates in September for the first time since 2023.

📈 Bond yields jumped

🗓️ September lived up to its reputation as a tough month for stocks.

Even so, global equities ended the third quarter with a modest gain.

This Weekly Insights walks through what happened across the economy and markets, and which data points we are watching now.

Read more ➡️ https://hubs.la/Q04zDz_y0

Subscribe ➡️ https://hubs.la/Q04zDB3P0

Please join us in welcoming Drew Connor to Verdence as a Private Wealth Associate! Drew supports the advisory teams and ...
10/09/2026

Please join us in welcoming Drew Connor to Verdence as a Private Wealth Associate! Drew supports the advisory teams and our client relationships, delivering a high level of service with keen attention to detail and care.

He recently graduated from the University of Colorado Boulder's Leeds School of Business with a focus in Finance and Personal Financial Planning and is working toward CFP® certification.

Welcome to the team, Drew! 🎉

For more information on Drew and the rest of our growing team, go to: https://hubs.la/Q04zCdJP0

Giving season is almost here, and this year the rules are a bit different when it comes to tax-efficiency. ✨ https://hub...
10/08/2026

Giving season is almost here, and this year the rules are a bit different when it comes to tax-efficiency. ✨ https://hubs.la/Q04z4Mgb0

New 2026 tax law changes how charitable deductions work, from AGI thresholds to a new limit for high earners. Before you finalize your year-end giving, it's worth understanding what changed and which giving strategy fits your situation.

Read the latest article from our own Kelly Wright, MBA, CFP® → https://hubs.la/Q04z4Mgb0
Subscribe for weekly insights → https://hubs.la/Q04z4LM30

When acquiring a firm, we want to know we have the same values. But with Harvest Investment Consultants, we never had to...
10/07/2026

When acquiring a firm, we want to know we have the same values. But with Harvest Investment Consultants, we never had to ask the question: nearly 40 years serving Maryland families showed their values better than any pitch ever could.

Michael Meily and his partners have built a reputation in Maryland for putting clients-first. They have maintained lasting relationships through many market conditions; some families are now on their second and third generation with the firm.

That type of mutual commitment is what we built Verdence upon, and it’s why we were confident the team at Harvest would be a great addition to our firm.

Learn more about the team: https://hubs.la/Q04yySL10




Please join us in welcoming a new advisor to our Naples, FL office! Craig Rauser CFP® has joined and we couldn't be hap...
10/06/2026

Please join us in welcoming a new advisor to our Naples, FL office! Craig Rauser CFP® has joined and we couldn't be happier to have him on the team.

Craig brings almost two decades of experience in financial planning and investment advice, starting his career at T. Rowe Price in Maryland, then spending more than 14 years at Fidelity Investments, most recently as Vice President, Financial Consultant in Naples, FL.

Welcome to the team, Craig!

Learn more about Craig and our entire team here: https://hubs.la/Q04zdrpy0

10/05/2026

A fresh, new month means it's time to recognize some of our incredible team. Happy Work Anniversary to Cameron Leydig and John Piccirilli. Another year has flown by, and we're continuously grateful for your hard work and dedication to our firm. Thank you.

Please join us in congratulating these team members with a 👏 and a 🎉 below!

Address

50 Schilling Road Suite 300
Hunt Valley, MD
21031

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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