When you work with Harding Investments & Planning, you work directly with me, Adam Harding, CFP®.
In an effort to streamline efficiency and keep costs low to our clients, we've made significant investments in technology and outsourcing rather than maintaining a large staff.
The goal for this firm is not to endlessly grow by adding new advisors...
Instead, we want to serve fewer clients, know them well, give thorough advice, and be part of our clients' lives. Our ideal client wants this personal approach.
Advisor / Owner
I love solving problems…I always have. Financial planning and investing is no different. Navigating complex tax, legal, insurance, and investment structures is an extremely difficult but necessary task. Being able to...