OUR SERVICES
01.
Individuals
Hardy Reed will help you define your goals and create a path to get there. If your goals change, so will your path, and we will be there to guide you.
02.
Foundations
For more than twenty years, Hardy Reed has offered fiduciary consulting and investment guidance to charities, foundations, and endowments. We understand the unique experiences non-profits must navigate financially in order to help them serve their communities.
03.
Fiduciary
The Hardy Reed team offers fiduciary consulting and investment expertise to retirement plans, foundations, endowments, and other nonprofits. With extensive experience in working with and serving on corporate and non-profit investment committees, our depth of experience allows us to better understand the dynamics and challenges associated with the balancing of fiduciary responsibilities and those of the organization’s core mission.
04.
Retirement
As a sponsor of retirement plan services for your employees, you play a critical role in their future. We help your company reduce its retirement plan administrative burden, be cost-efficient, and help your employees plan for a successful retirement.
Foundations and Endowments
We support you so that you can continue supporting your community.
For more than twenty years, Hardy Reed has offered fiduciary consulting and investment guidance to charities, foundations, and endowments. We understand the unique experiences non-profits must navigate financially in order to help them serve their communities.
OUR CEFEX® CErtification
CEFEX® certified
since 2011.
The CEFEX® Certification is a rigorous, independent, annual audit that verifies our processes put our clients’ interests first and meet industry best practices.
Retirement plan services
Percentage of Retirement Plans investigated with deficiencies.*
*In FY 2021, EBSA closed 1,072 civil investigations with 741 of those cases (69%) resulting in monetary results for plans or other corrective action. Source: the EBSA fact sheet developed by the U.S. Department of Labor, Employee Benefits Security Administration, Washington, DC, 20210 updated as of 10.14.2021
ESG investing
Investors desire the ability to tailor their investment strategy to match their values.*
*Capital Group 2022
ASSET MANAGEMENT
As of December 31, 2023, Hardy Reed, LLC had advised assets of over...
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Ready to Take Control of Your Financial Future?
Money is more than numbers—it’s freedom, security, and the ability to make a lasting impact. At Hardy Reed, we understand that meaningful financial decisions start with understanding you. Whether you’re planning for the future, managing wealth, or overseeing a foundation, our team is here to help guide every step. Let’s start the conversation today.
