Harding Wealth
222 South Mill Avenue, Tempe, AZ 85281
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
222 S Mill Ave Suite 800, Tempe, AZ 85281, United States
About the Business
Harding Wealth is a finance institution located at 222 South Mill Avenue, Tempe, Arizona, United States. At Harding Wealth, we believe in simplifying our clients' lives through adaptive financial planning and elegant portfolio design. We are here to be your partner, not to take over.
We start every relationship with a detailed financial plan, opening accounts at Charles Schwab or Altruist, transferring assets, and implementing personalized strategies. We understand that life is constantly changing, and we plan for those changes by considering various factors such as taxes, real estate, estate planning, insurance, education planning, and social preferences.
In the face of challenging circumstances, growth may require a different level of efficiency and resource optimization. This is where we focus our efforts. We believe in starting every client relationship with a conversation, not a sales pitch. Our fees are transparent, based on a percentage of portfolio assets, with no commissions or conflicting interests.
Harding Wealth is a registered Investment Advisory Firm with the SEC, and we strive to make finance interesting and engaging for our clients. Thank you for your interest in Harding Wealth, we look forward to working with you soon.
Reviews
"Great experience during an initial appointment to discuss our long term financial goals and identifying solid, actionable next steps."
"I've had my fair share of experiences with financial advisors and Adam's holistic approach to building wealth has by far been the best practice. Adam has your best interest always in mind, and always takes the opportunity to explain the why with our finances. He is easily accessible even with us being in a different state. When needed, he is more than willing to have a video conference or phone call to discuss any matters at hand"
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