Financial Advisor in Tempe, Arizona
Our office is on Mill Avenue, and it has been for over a decade. Hayden Butte is a five-minute walk from the front door, which is why our fall trail walks start there. We're not a national firm with a Tempe branch. We're a Tempe firm.
Visit us
Harding Wealth, Inc. 222 S. Mill Ave., Suite 800 Tempe, AZ 85281
Monday through Friday, 8:30 to 5:00. By appointment.
Who we work with in Tempe and the East Valley
Families with $1 million or more in investable assets - retired, or close to it.
A particular slice of our Tempe work: people retiring from Arizona State University and the state system. ASRS, 403(b) and 457 plans, and optional retirement plan elections all interact with Social Security and Medicare in ways that aren't obvious, and the decisions are often irreversible. We've sat through a lot of those conversations.
We also work with East Valley business owners, longtime Tempe families, and seasonal residents who've made Arizona their primary state.
What we do
Retirement income planning. Social Security timing, RMDs, Roth conversions, and the withdrawal sequence that manages your tax bracket rather than ignoring it.
Public and university retirement planning. ASRS, 403(b), 457, and pension election analysis.
Investment management. Fee-only, fiduciary, no commissions.
Tax planning. Coordinated with your CPA.
Estate and legacy planning. Beneficiaries, trusts, and the family conversations that make them work.
Family financial education. The next generation, included early.