Veridian Strategic Planning Group
Strategic Planning Engineered for Legacy.
Protecting legacies. Guiding growth. Creating generational wealth through integrated tax strategy, financial architecture, and legacy design.
75+ Years
Combined Experience
150+
Companies Helped
$50M+
Client Tax Savings
Services
PROTECT. GUIDE. CREATE.
As a public benefit corporation, we align profit with purpose — delivering sophisticated tax and wealth strategy while strengthening families, businesses, and communities for generations.
Business Planning
Strategic CFO advisory, growth architecture, and enterprise value optimization.
Tax & Accounting
Advanced tax strategy, compliance, entity optimization, and IRS representation.
Cost Segregation
Engineering-based studies, bonus depreciation, and
portfolio acceleration.
Insurance & Risk
Commercial P&C, key person insurance, buy-sell funding, and legacy planning.
Wealth & Retirement
Investment management, retirement strategy, and advanced charitable planning.
Real Estate & Capital
Acquisition strategy, syndication structuring, and capital deployment.
Industries
We Serve Bold Entrepreneurs & Purpose-Driven Founders
7 & 8-Figure Business Owners
Real Estate Investors & Developers
Medical & Dental Practices
Construction & Trades
Transportation & Logistics
Professional Service Firms
Franchises & Multi-Unit Operators
Nonprofits & Social Enterprises
Cannabis Business Owners
Client Testimonials
Trusted by Business Owners Across Industries
I've worked with James for about a year and a half, and he has been great to work with. He's honest, genuine, and truly cares about helping people succeed. James and his team at Veridian helped me with my taxes (Business & Personal) for 2024 and they will also be taking on the role for 2025. They absolutely do great work, we will be with Veridian for as long as we can!
We've been working with Veridian for about two years. They handle all of our business and personal financial needs — including taxes and financial planning. We've thoroughly enjoyed the relationship and look forward to continuing to work with them in the future.
The Veridian team provided comprehensive advisory services across my real estate portfolio and wealth management firm — including cost segregation studies, business valuation, and exit planning. Their strategic insight and execution made a meaningful impact from start to finish.
Veridian performed a cost segregation study on my property, and the results exceeded my expectations. Their team was thorough, professional, and clearly understood how to maximize tax efficiency. The process was smooth from start to finish.
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Strategic Planning. Engineered for Legacy. "And we know that in all things God works for the good of those who love him…" — Romans 8:28
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