Adam C. Harding, CFP | Financial Advisor in Scottsdale ,AZ

7135 E Camelback Rd
Scottsdale, AZ 85257
Phone: (480) 205-1743

About

We are an independent fiduciary investment advisor. We carefully blend
financial science, modern technology, and complex planning techniques to
help clients pursue a better investment experience.

Services we provide include:
Comprehensive Financial Planning
Investment Management
Retirement Plan Consulting (commonly 401(k))
Estate and Gift Planning
Insurance Strategies and Risk Management
Tax Optimization and Planning
Education Planning


General Information
States Licensed in:   AZ
Qualifications & Memberships
Insurance and Annuity Licenses:   Life



FAQs

  • Do you have a customer satisfaction or refund policy? Clients or our firm, may discontinue the advisor-client relationship at any time. If this happens, a full refund of any unearned fees is issued and we help ensure a smooth transition to whatever route the client has determined is a better fit.
  • What are your qualifications? What is your education background? My formal education is in Economics (B.S. Arizona State) and the comprehensive CFP curriculum offered by the American College for Financial Planning. When choosing a professional designation to pursue, the CERTIFIED FINANCIAL PLANNER mark was a great fit because of their strict Code of Ethics they require advisors to abide by, and the comprehensive approach to wealth management. The CFP curriculum covers the following: General Financial Planning Investments Retirement Planning Estate Planning Tax Planning Insurance
  • What is your approach to financial planning? I like to create an environment where clients reach out as new developments arise in their lives. At the beginning of the relationship I lay the foundation for a client's financial plan (I call this The Blueprint) and this gives us several initial tasks we need to complete. From there, we amend the Blueprint as life moves along (when kids graduate, retirement gets nearer, etc.) and adjust accordingly.
  • What services do you offer? We offer full-service financial planning, investment management, insurance strategies, retirement planning, business consultation, tax planning and optimization, education planning, and estate planning. For tax and estate planning, we work very closely with client's tax and legal professionals to help ensure thorough, comprehensive advice is given.
  • How many clients do you currently manage? 27
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Adam Harding CFP

Adam Harding CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


I grew up in a family of various professional advisors, most notably my father who was a trusted advisor for more than 30 years as a CPA. Thus, building a career in wealth management and launching this firm was a natural fit. My financial education started early and has never slowed down to this day.

In 2015, I began writing investing and financial planning articles for news publications in an effort to display my expertise on national level. From early 2016 through mid 2017 (the time of this writing), I've written or contributed to pieces in Forbes, the USA Today, Nasdaq, and hundreds of other national and regional publications.

My focus is primarily on portfolio management and comprehensive financial planning for high net worth or high earning individuals, but I consider myself a generalist and my analytical skill set has proven adaptable to many different types of client situations.

My education is in Economics (Bachelor of Science, Arizona State University) and the CFP Curriculum (The American College) which includes courses in Investments, Estate Planning, Income and Tax Planning, Insurance, Retirement Planning, and Life-Cycle Financial Planning.

Aside from my work as a financial adviser, I enjoy teaching wealth management courses and have recently offered courses through UCLAs Business Management and Legal programs.

In my personal life, I enjoy spending time with my amazing wife, Mollie, exercising, playing the guitar, being a father to my chihuahua and traveling.

My Services


Portfolio Management

Our investment advice is not solely constricted to assets we manage. While we do have tremendous conviction in our investment philosophy and process, we understand that some assets (like retirement plans) can't be moved. What we care about most is getting clients to their objectives, and these outside assets can be a key factor, so we advise and report on outside assets at zero cost.


Financial Advice & Consulting

Life happens and things come up. We enjoy knowing that our clients feel comfortable reaching out to us anytime --as needed-- when financial circumstances arise. They don't receive a bill for our time or an increase in fees, everything is included into the asset management fee.

Communities Served

Apache Junction Cashion
Chandler Fort Mcdowell
Fountain Hills Gilbert
Glendale Higley
Laveen Mesa
Paradise Valley Peoria
Phoenix Queen Creek
Rio Verde Sacaton
Scottsdale Sun City
Tempe Youngtown

Social Networks


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