ARD Advisory Services, LLC

ARD Advisory Services serves individual and high-net-worth clients as well as businesses, pension plans, charities, and other entities, offering portfolio management, financial planning (including subscription planning), and standalone business consulting under multiple DBAs. The firm provides both ongoing discretionary investment management and one-time or subscription financial plans tailored to client needs.

ARD’s investment process emphasizes individualized Investment Policy Statements and uses a mix of analytical methods — including fundamental, quantitative, technical, charting, and modern portfolio theory — with both long- and short-term trading approaches. The firm also directs clients to third-party managers and may allocate to private equity and non‑U.S. securities as part of diversified portfolios.

Notably, ARD conducts fee-based educational programs such as multi-week Business Owner Mastermind Groups and other workshops, a service relatively uncommon among peers. The brochure also discloses an affiliation with an insurance entity through a licensed insurance professional, which the firm acknowledges as a potential conflict of interest and says it addresses through disclosure and periodic review; the firm further coordinates third-party professionals for complex wealth and business needs and reports no account minimums.