wiseradvisor

Glen Harding
Harding's Wealth Managers

Tel: (570) 977-7417
1310 Route 209
Suite 102
Gilbert, PA 18331

Focus on Your Dreams And We Will Focus On Getting You There

Harding's Wealth Managers | Financial Advisor in Gilbert ,PA

About Harding's Wealth Managers

Harding's Wealth Managers (HWM) is a Registered Investment Advisory firm registered with the Pennsylvania Dept of Banking and Securities. HWM is a fee based firm, and has a Fiduciary responsibility to it's clients. We do not put our clients in mutual funds as we believe that is unethical. Our clients pay us a fee to manage their investments, if we were to pass the management of those investments to a mutual fund company our clients would be paying twice for the service, hence we believe that doing such a thing is unethical. Our clients, can expect that we will be managing their assets, taking into account, risk tolerance, time horizon and client expectation of returns.


General Information

Firm Start Year:   2002
No.of Employees:   1
Name of Broker/Dealer:   N/A
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   Pennsylvania
Number of Years with Current Firm:   18


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Long Term Care , Life , Health
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA) , National Association of Personal Financial Advisors (NAPFA)


Firm Information

Firm's Number of Clients:   135
Firm's Number of Managed Clients:   135


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Compensation Methods:   Based on Assets
Additional Details on Charges:   Fees % is based on asset levels and can be negotiated.



Faqs

  • Do you have a customer satisfaction or refund policy? Yes, we refund that portion of fees left in the quarter should the client decide to close or move their accounts.
  • What services do you provide? What are your specialties? We provide a variety of investment management solutions, retirement plans, income for life solutions.
  • What is your experience? How many clients do you currently manage? 18 Years. 135
  • What financial institution(s) do you represent? Custodian for clients accounts is TD Ameritrade.
  • How do you charge for your services? Fees on Assets Under Management.
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Glen Harding

Glen Harding

Glen Harding, owner and President of Harding's Wealth Managers (HWM), a Registered Investment Advisory firm (RIA) has been working in the investment advisory field for 18 years. HWM has been an RIA since March 2006. Glen is a former member of the South African Police Force, and spent 10 Years in the British Army as a soldier in the 1st Battalion the Black Watch (RHR) and served in Germany, Scotland, England, Northern Ireland and West Berlin. In 1990, Glen arrived on the shores of the United States, and started working for the British Information Services, on the Northern Ireland Desk. In 2000, Glen decided to further his interest in the Financial Markets, and began his career as an Investment Advisor in East Stroudsburg, PA. Glen created HWM in 2006, which is located in Gilbert, PA. Glen is married to Brigid, and lives in Lehighton, PA. He is a dog lover, and has 3, loves golf, scuba diving, traveling, gardening, cooking, and classical music.

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My Services

Financial Advice & Consulting

We offer customized portfolio and investment management solutions, through TD Ameritrade, the custodian for our clients accounts.


Financial Planning for Individuals

We help individuals with planning for household budgeting, investment plan budgeting, and retirement budgeting.


Financial Planning for Businesses

We provide a variety of retirement plan solutions for Businesses and Business owners. TD Ameritrade, custodian for clients accounts, offers a unique 401 K Solution for Business and Business Owners.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 5:00 PM

Communities Served

Albrightsville Allentown
Andreas Aquashicola
Bangor Bartonsville
Bath Belvidere
Bethlehem Blakeslee
Bloomsbury Bowmanstown
Buck Hill Falls Catasauqua
Center Valley Cherryville
Columbia Coplay
Cresco Danielsville
Delaware Delaware Water Gap
East Stroudsburg Easton
Effort Fogelsville
Freeland Germansville
Gouldsboro Hellertown
Henryville Jim Thorpe
Kresgeville Lake Harmony
Lansford Laurys Station
Lehighton Long Pond
Martins Creek Minisink Hills
Mount Bethel Mount Pocono
Nazareth Nesquehoning
New Tripoli Northampton
Orefield Oxford
Palmerton Parryville
Pen Argyl Phillipsburg
Pocono Lake Pocono Manor
Pocono Pines Pocono Summit
Portland Riegelsville
Schnecksville Sciota
Scotrun Shawnee On Delaware
Skytop Slatedale
Slatington South Sterling
Springtown Stewartsville
Stockertown Stroudsburg
Summit Hill Swiftwater
Tannersville Tatamy
Tobyhanna Treichlers
Trexlertown Walnutport
Washington Weatherly
White Haven Whitehall
Wind Gap

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