Harding Financial Group

Your Goals are our Fiduciary Responsibility

Financial planner in Westerville, OH (show on map)

5.0

★★★★★

31 reviews

Harding Financial Group offers fee-based financial planning and investment advisory services with a focus on objective advice, comprehensive planning, and fiduciary responsibility.

Call (614) 515-4722

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About

Harding Financial Group, founded in 2005, is a fee-based financial advisory firm specializing in comprehensive wealth management, retirement planning, tax planning, estate planning, risk management, cash management, and philanthropy. Certified Financial Planner™ professionals offer objective advice, transparent fee structures, and a satisfaction guarantee. T

he firm emphasizes fiduciary responsibility, multi-generational focus, and regular communication with clients.

Fee-based advisory model

CERTIFIED FINANCIAL PLANNER™ professionals

Multi-generational focus

Satisfaction Guarantee

Services

Wealth Management

Grow your assets. Protect your hard work. Live comfortably. Pass it on to the next generation.

Tailored investment strategies Risk analysis Strategic investments

Retirement Planning

Retire on your own terms with a thorough retirement needs analysis.

Retirement needs analysis Income production planning Social Security and Medicare planning

Risk Management

Protect you from all angles by planning for the unexpected and reducing risk where possible.

Insurance planning Asset protection strategies Contingency planning

Tax Planning

Reduce your tax liability through proactive planning with an experienced wealth manager.

Tax-efficient investment strategies Estate tax planning Retirement account optimization

Estate Planning

Making sure your assets are transferred to the appropriate parties in a tax-efficient manner.

Will and trust preparation Probate avoidance strategies Charitable giving planning

Cash Management

Make the best use of your cash flow to propel you closer to achieving the retirement of your dreams.

Cash flow analysis Liquidity planning Short-term investment strategies

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Since 2005

Financial Planning Associate (FPA)

Reviews

Rating

★★★★★

Reviews

"He is highly accredited, knowledgable and thorough."

Frequently Asked Questions

How are you compensated? +

We are fee-based financial planners – which means we are primarily compensated based on assets under management. We are not “fee-only” as some products, like life insurance, we do make a commission off of but is a very minor part of our business and we are transparent about those relationships upfront with our clients.

What other expenses might I incur as part of the financial planning process? +

During the financial planning process, you may want to consult with a tax advisor to better strategize and save on taxes or an attorney to protect your assets during estate planning. These would be additional fees from other businesses that you would incur as a part of a holistic wealth management plan.

In addition to financial planning, what other services do you offer? +

The breadth of our services extends well beyond the core areas of financial planning. We also assist our clients with residence and other debt financing, liquidity and cash flow analysis, targeted event planning like weddings, and more.