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How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Adam C. Harding, CFP®

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...

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Bambi Harding

Office Dog

Bambi typically works nights or weekends when Adam is putting in extra hours. Prior to joining our family in 2014, she was roaming the streets of Greater Phoenix Area as a stray that was picked up by Maricopa County Animal Control....
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