A complete list of active advisors currently associated with Hardy & Hardy Co LLC
Warmer can help you find a great advisor at Hardy & Hardy Co LLC or one who fits your needs even better.
Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations and profit‑sharing plans, managing approximately $269 million for its client base. In addition to nondiscretionary portfolio management, the firm offers insurance products and retirement plan administration through an affiliated third‑party administrator. The firm operates on a non‑discretionary basis, obtaining client approval before placing trades and conducting continuous oversight with formal reviews at least semi‑annually; portfolios are tailored using a risk tolerance evaluation and commonly include mutual funds, ETFs, equities, bonds, CDs, life insurance and annuities. Documented strategies include dollar‑cost averaging, rebalancing and laddering of bonds/CDs, and clients may impose investment restrictions on their accounts. Hardy & Hardy’s business model is notable for several atypical affiliations: its advisors are dually registered with LPL Financial (a broker/dealer) and act as agents for Ohio National Life Insurance, and the firm operates H & H Retirement Services as an affiliated pension/TPA, creating multiple revenue streams beyond advisory fees. The brochure discloses that the firm receives support and transitional assistance from its clearing broker/custodian, which the firm identifies as a potential conflict of interest when recommending custodial or commission‑based products.
To learn more about the advisors currently working at Hardy & Hardy Co LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lima, OH
| 32
| |
Lima, OH
| 27
|
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