wiseradvisor

Michael Gombrich
Harnden MacLean Wealth Advisors

Tel: (623) 972-3133
7992 W Thunderbird Rd
Suite 110
Peoria, AZ 85381

About Harnden MacLean Wealth Advisors

We help our clients achieve their dreams for today, tomorrow, and well into the future using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

We're here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.


General Information

Firm Start Year:   1993
No.of Employees:   10-19
Name of Broker/Dealer:   Ameriprise Financial
States Licensed in:   CO, TX, NC, VT, IL, IN, WI, GA, AL, NM, VA, SC, OR, CA, OH, PA, WA, IA, CT, AZ
Number of Years with Current Firm:   2
Work Experience:   Merrill Lynch - 2.5 years Edelman Financial Services - 1.5 years Harnden MacLean Wealth Advisors - 2 years
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services

Investment Types:   Mutual Funds , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Insurance , Bonds , Stocks , Annuities , Mortgages & Real Estate , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Video Conference , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care , Variable Annuity , Life , Health , Annuity , Disability , Variable Life


Firm Information

Firm's Number of Clients:   2000
Assets Managed by Firm:   $565,000,000


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Based on Assets


Education

Bachelor of Science - Business Economics  University of Arizona
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Michael Gombrich

Michael Gombrich

Accredited Portfolio Management Advisor

Mike Gombrich is a Financial Planner in Peoria, AZ. He has been doing financial planning for almost 6 years and investment management and analysis for 10 years. He is an Accredited Portfolio Manager and a Best Selling author of a personal finance book for Millennials. In 2018, Mike was nominated for the Forbes' List for Top Millennial Wealth Advisors in the country.

Mike started his career at Merrill Lynch but left after a few years because he didn't like some abusive sales practices they developed. He found a home at Ameriprise Financial with the largest independent franchise in Arizona.

Our team has over 75 years of experience in investments, insurance, tax preparation, retirement income, and estate planning needs. Our Senior Partner and founder, Stephen Harnden, is one of Barron's Top Advisors in the country for the past 3 years. As fiduciaries, we promise to always do the best and right thing for you, even if it means telling you we can't help.

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