"Built on Faith. Driven by Purpose. Promised in Romans 8:28."
Protecting legacies. Guiding growth. Creating generational wealth.
Guidance. Protection. Creation.
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.
Romans 8:28 – “And we know that in all things God works for the good of those who love him…”
Over 150+ years of experience combined
Authority in the Business Planning Community
Results Driven, Satisfaction Guaranteed!
At Veridian Strategic Planning Group, we do more than manage money—we help build futures that align with your values, vision, and calling. As a faith-based, Public Benefit Corporation, our mission is to guide individuals, families, and business owners through every season of life with holistic financial strategies rooted in integrity, wisdom, and long-term impact.
Whether you’re preparing for retirement, building generational wealth, or navigating a complex business decision, we bring clarity to your path and confidence to your plans.
We Serve Bold Entrepreneurs and Purpose-Driven Founders
7 -aND 8-fIGURE bUSINESS owners
Real Estate Investors & developers
Medical & Dental Practices
Construction & Trades Businesses
cannabis business owners
transportation & logistics companies
Professional service firms
fRANCHISES & MULTI-UNIT OPERATORS
NONPROFITS & SOCIAL ENTERPRISES
Ready to Write Your Success Story?
Let’s design a plan that works for your business—whether you’re scaling, exiting, or optimizing your operations.
READY TO GIVE US A TRY?
Get Started for Free Today!
Your future tax savings, business growth, and funding success begin with one simple step—let’s build your blueprint for generational wealth."
Get In Touch
Email: [email protected]
Address
Office: 9595 Six Pines Dr. The Woodlands Tx, 77380
Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone Number:
346-309-6977
Unleash Your Business Brilliance.
© 2025 Veridian Strategic Planning Group - All Rights Reserved
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