About Us
Rooted in Purpose. Built for Legacy.
At Veridian Strategic Planning Group, we do more than manage money — we help build futures that align with your values, vision, and calling.
Our Mission
Guidance. Protection. Creation.
Veridian Strategic Planning Group exists to protect, structure, and multiply wealth through integrated tax strategy, financial architecture, and legacy design. We serve entrepreneurs, business owners, and families by delivering clarity, discipline, and long-term strategic guidance rooted in stewardship and excellence.
As a public benefit corporation, we align profit with purpose — delivering sophisticated tax and wealth strategy while strengthening families, businesses, and communities for generations.
"And we know that in all things God works for the good of those who love him…" — Romans 8:28
Meet the Founder & CEO
Hey, I am James Wellington!
Founder | Financial Strategist | Legacy Architect
A passionate educator and seasoned advisor, James built Veridian to be a values-first firm that delivers both financial freedom and meaningful impact. His leadership blends decades of business expertise with a deep commitment to helping others live well and leave well.
Veridian Strategic Planning Group is a holistic financial firm committed to helping business owners build legacy wealth. As a Public Benefit Corporation, we proudly reinvest into our communities and operate on the belief that all things work together for good.
Over 150+ years of experience combined
Authority in the Business Planning Community
Results Driven, Satisfaction Guaranteed!
Our Team
Leadership & Advisors
A team of seasoned professionals dedicated to your financial success.
Isaiah Washington
Business Financial Strategist
Drew Lopez
COO
De Wells
Financial Advisor / Wealth Advisor
Jazmin Orozco
Business Financial Strategist
Justin Handrow
Business Financial Strategist / Director of Partnerships
Jeff Engstrom
CPA
Brian Talbott
CFP, Financial Advisor
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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