A complete list of active advisors currently associated with Harding Financial Group

Warmer can help you find a great advisor at Harding Financial Group or one who fits your needs even better.

Harding Financial Group primarily serves high-net-worth individuals as well as profit-sharing plans, trusts, and estates, and generally requires a $1,000,000 account minimum (subject to waiver). The firm provides discretionary portfolio management and financial planning/consulting, and arranges brokerage and custody services for clients (custody is primarily maintained at Charles Schwab). The firm uses a mix of charting, fundamental and technical analysis and implements both long- and short-term trading, including options writing and margin transactions when appropriate. Investment decisions are guided by client-specific Investment Policy Statements, with biweekly account reviews and quarterly household-level reviews to monitor suitability and performance. Harding is notable among peers because the principal is also a licensed insurance agent and spends a portion of time offering insurance products for separate compensation, a practice disclosed as a potential conflict and mitigated by firm procedures and fiduciary obligations. The firm also offers a selective “return of advisory fee” satisfaction guarantee under defined conditions (e.g., Schwab custody, minimum asset thresholds, and client questionnaires) and does not vote client proxies, leaving that responsibility to clients.

To learn more about the advisors currently working at Harding Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.