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Elizabeth Richter Psota

Verdence Capital Advisors, LLC

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About Elizabeth Richter Psota

Elizabeth Richter Psota is a registered Investment Advisor Representative with Verdence Capital Advisors, LLC. Elizabeth joined the firm in July 2023, bringing a strong background in financial services. Elizabeth has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Elizabeth focuses on developing customized financial strategies that meet clients' individual needs, including portfolio management, financial planning, and selection of other advisors. Verdence Capital Advisors, LLC offers investment advisory services, including consulting, financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's main office is located in HUNT VALLEY, MD.

Firm Information

Elizabeth Psota is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Psota’s Registration & Firm History

FL

08/30/2024 - Present

Verdence Capital Advisors, LLC (Naples FL)

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Licenses & Designations

IA

Issued 08/17/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Richter Psota.
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