Our goal as your advisor is simple.
You’ve done a great job getting this far, now let us help simplify your life.
You don’t need a 50 page financial plan or 200 individual investments in your portfolio. Your life and your money is complicated enough.
Our aim is to make clients’ lives simpler through adaptive financial planning and elegant portfolio design.
We’re not here to take over, we’re here to be your partner.
As your life changes, so does your financial plan and investments
We start every relationship with a detailed financial plan, then we open accounts (at Charles Schwab or Altruist), transfer assets into those accounts, and implement your personalized strategy.
We plan on changes: families grow, goals change, and time becomes more valuable.
This is what keeps life interesting and it’s what makes us a good ongoing partner with our clients.
Financial Planning for Your Whole Picture.
We’re invested in more than just your investments.
We take taxes, real estate, estate planning, insurance, education planning, social preferences and more into account when giving advice.
Let’s have a conversation.
That’s right, a conversation is how things start. Not a pitch. Not a sales presentation. Not a meeting with contracts and paperwork. Just a discussion to find out more about your circumstances.
Give us a call at (602) 610-9545, send an email (adam@hardingwealth.com), or choose a time below to schedule.
Pricing
Our fees are transparent.
1% per year on the first $1,000,000 of portfolio assets, 0.5% on assets above $1,000,000 (split into quarterly payments).
This is the only way we’re paid. No commissions, no conflicting interests other than we make more when we try to make your portfolio larger.
*Depending on your circumstances, different fees may be negotiated.
