SEATTLE, March 2, 2017 /PRNewswire/ — We are proud to announce the merger of Appropriate Balance Financial Services (ABFS) with Viridian Investment Management, effective immediately. The combined firms will retain all staff and locations at the current time. The new company will be known as Viridian Advisors, An Appropriate Balance Company.

Bruce Yates, founder and president of ABFS, noted the strategic benefits of the merger. As he put it, “This is a combination that brings to ABFS a solid in-house tax and accounting department. It provides Viridian access to some advanced systems and investment management that we’ve been refining for decades, and both firms benefit from greater resources, economies of scale, and depth of personnel, from staff to advisors and management.” Yates, who says he wants to work another ten years or more, added, “Bob Pennell, my long-time partner, and I will continue to be principal shareholders, and we’re especially excited to also welcome four other ABFS employees as new owners.”

ABFS was founded more than 30 years ago, initially primarily serving physicians around the country. They have clients in 24 states, and are one of the oldest original Registered Investment Advisors in the Pacific Northwest.

Viridian provides comprehensive financial planning, investment management, tax, and accounting services to closely held businesses, families, and individuals.

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SOURCE Viridian Investments