A complete list of active advisors currently associated with Harding Wealth, Inc.

Warmer can help you find a great advisor at Harding Wealth, Inc. or one who fits your needs even better.

Harding Wealth, Inc. provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, and also offers retirement plan participant education. The small advisory team manages roughly $212.6 million across about 169 client accounts and constructs individualized Investment Policy Statements for each client. The firm combines modern portfolio theory, quantitative and fundamental analysis with long‑ and short‑term trading to align allocations with documented risk tolerance and investment objectives. Harding Wealth explicitly uses options and other derivative strategies within separately managed accounts — including covered and uncovered positions and spread strategies — and discusses the attendant risks in its advisory materials. Harding Wealth requires clients to custody assets with TD Ameritrade Institutional or Charles Schwab Advisor Services and participates in their institutional programs, from which it receives research and operational support. The firm does not aggregate trades across client accounts, offers access to less‑common investments for a firm of its size (private placements, venture capital, commodities, and precious‑metal ETFs), and discloses that a principal is a licensed insurance agent who may offer commissionable insurance products.

To learn more about the advisors currently working at Harding Wealth, Inc., 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.