Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

Our Team

25 Years of Experience

Investment Advisor

Rob Harder, MBA, CFP®, CIM, FEA

Certified Financial Planner®

Steph Domenco

Our Team

Testimonial

When I received my funds, I knew that I felt the most comfortable having Rob manage them. After working with Rob on a professional level, I knew that I could trust him to look after my retirement. Money is such a huge burden and it's nice having someone in place that understands the immense responsibility. Rob communicates information about my investments in a manner that makes sense (plus he makes some wicked diagrams). - K.Hall.

Testimonial

My wife had always been very satisfied with Rob, so in 2010 she dragged me down to see him, as I had been dissatisfied with the level of customer service I had been receiving from my financial institution. I quickly realized that Rob was "worth the trip". Any fees or charges that the bank put against my transfers were quickly reimbursed by Rob. Nobody else ever did this for me. Over the past few years, I have transferred all of my holdings to Rob. He always offers several scenarios, pointing out the advantages and disadvantages. He always takes the time to listen to me, making sure he understands my level of risks. I would recommend Rob to my friends, as he is genuinely concerned about my investments and providing a high level of customer service." - Anthony F.

Testimonial

Rob was introduced to me, by my previous advisor, around 2005, after he decided to choose a different career path. From the start I felt comfortable with him. He listens to and answers all of my questions, making sure I fully understand. He has always been thorough, professional, genuine and friendly. I am confident that he is handling my finances like they were his own. It is clear that Rob's main concern is to retain my loyalty by providing me with an excellent financial support service which is tailored to my needs . I feel that he is someone I can completely trust, and therefore have no problem in recommending him to any of my friends or colleagues. I know they will be in safe hands. - Nicole C.

Advice your way

Because you want to grow more than your portfolio

HUMAN CENTERED ADVICE

Our Difference

Flexibility

Personalized Advice

Engaged Relationships

The Value of Advice

Our Team

25 Years of Experience

Top 10 Questions to Ask Yourself

Insights

It's time in the market that matters most

Recession Fears, Market Sell-off - Key Questions for What Comes Next

Insights in 5: Data Will Drive Economic Policy Forward

Testimonial

Testimonial

Testimonial

Virtual Coffee*