A complete list of active advisors currently associated with Hardy Financial Planning

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

Hardy Financial Planning serves individuals, trusts, estates and business entities with fee-only financial planning, investment advisory and consulting services. The firm also provides retirement-plan consulting for employers, including work on 401(k) and 403(b) plans, alongside individual portfolio management. The adviser tailors recommendations to each client’s plans, age, resources and objectives and uses both fundamental and technical analysis to manage portfolios and adjust allocations as market conditions change. Investment implementation includes long- and short-term purchases and the use of options strategies — notably covered calls and spread positions — as part of income generation and risk management. Noteworthy aspects include a small client base supporting roughly $15 million in assets under management and a compensation model based on negotiated fixed, hourly or flat fees rather than a standard percentage-of-assets fee. The firm pairs individual wealth management with employer pension consulting and documents significant volunteer involvement in tax-aide work, a combination that is uncommon for firms of this size.

To learn more about the advisors currently working at Hardy Financial Planning, 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.