Money equals freedom.
Our clients understand that money is simply a tool give them freedom.
Freedom to not stress about inflation.
Freedom to not worry about running out of money.
Freedom to not have to miss your grandchildren’s school recital because you’re still working.
Everyone has unique objectives, but they always come back to feeling a sense of freedom and control over your life.
This is our focus.
As your life changes, so does your financial plan and investments
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.
We start every relationship with a detailed financial plan, then open accounts (at Charles Schwab, Fidelity 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.
Our goal as your advisor is simple. Literally.
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.
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.
