About Us

Our Mission

Guidance. Protection. Creation.

Veridian Strategic Planning Group exists to protect, structure, and multiply wealth through integrated tax strategy, financial architecture, and estate planning. 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

Our Foundation

Built on Stewardship, Excellence, and Faith

Public Benefit Corporation

We operate as a public benefit corporation, aligning our business model with purpose, not just profit.

Values First Advisory

Every engagement starts with your values, vision, and legacy goals, not a product or service recommendation.

Faith & Community

"And we know that in all things God works for the good of those who love him…" (Romans 8:28). This guides our work.

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.