Veridian Capital Partners

Kathleen Nalewaik _{on Google}

Jun 4th, 2023

Great group...always helpful and a pleasure to meet with Brian Williamson and his staff! Only shortcoming is that their notices of events like shredding day are not timely...notice came on the event day or today we received a "final reminder notice" but we never the 1st notice...just saying....

Jose Sanchez Hernandez _{on Google}

Aug 20th, 2022

Brian Williamson is a fiduciary with a groundswell of knowledge regarding finances, which is especially highlighted by the many services that he offers (cash flow analysis, investment management, financial decision planning, flat fee planning, and long-term financial planning). When I first met Brian two years ago, I had just finished graduate school and found myself with a new job, a good bit of debt (student loans and car payment), and without much of a framework for how to best allocate my income. Trying to make financial decisions on my own during the COVID-19 pandemic was incredibly stressful, but with Brians support we were able to reverse engineer a sustainable long-term financial plan rooted in my life goals, passions, and financial situation. Brian is accessible, intelligent, and has a gift for educating others on a topic he is truly passionate about. Since meeting Brian, I have learned to save money towards buying a home, effectively allocate money towards my retirement, sustainably pay off my debt, conservatively and safely invest money, while still leaving enough money available to do the things I love (cheers to street tacos, mixed martial arts, visiting family, and drinking craft beers). All I must do now is continue trusting the process. I am grateful for meeting Brian and highly recommend his services. Thank you for everything you have taught me, Brian.