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
Bradley Hardy	Lima, OH	33
Scott Jensen	Lima, OH	27

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