WARDEN WEALTH MANAGEMENT, LLC

How does the advisor help clients – Key Takeaways:

WARDEN WEALTH MANAGEMENT, LLC is a financial advisory firm that provides expert guidance and services to help clients achieve their financial goals. The following are some key takeaways about how the firm helps its clients:

• Customized financial planning: The firm works closely with each client to create a personalized financial plan that takes into account their unique goals, risk tolerance, and financial situation.
• Investment management: WARDEN WEALTH MANAGEMENT, LLC has a team of experienced advisors who work with clients to build and manage investment portfolios designed to help them reach their financial objectives.
• Tax planning: The firm offers tax planning services to help clients minimize their tax liabilities and maximize their after-tax returns.
• Estate planning: WARDEN WEALTH MANAGEMENT, LLC helps clients protect their assets and plan for the distribution of their wealth to future generations.
• Risk management: The firm assists clients in identifying and managing risks that may potentially impact their financial well-being, such as disability or long-term care needs.

Facts and Insights

WARDEN WEALTH MANAGEMENT, LLC has been in business for over 20 years and has built a reputation for providing quality financial services to its clients. The following are some facts and insights about the firm:

• Assets under management: As of December 2019, WARDEN WEALTH MANAGEMENT, LLC has over $1.5 billion in assets under management, demonstrating its ability to effectively manage client assets.
• Number of advisors: The firm has a team of 10 experienced advisors who specialize in various areas of financial planning and management.
• Time in business: WARDEN WEALTH MANAGEMENT, LLC has been in business since 1998, providing clients with over two decades of expertise and experience.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

WARDEN WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs and goals of its clients. These services include:

• Retirement planning
• Investment management
• Estate planning
• Tax planning
• Risk management
• College savings planning

Client Types

The firm serves a diverse client base, including individuals, families, and small business owners. Whether a client is just starting to build their wealth or is enjoying their retirement, WARDEN WEALTH MANAGEMENT, LLC has the expertise and resources to cater to their unique financial needs.

Fees & Compensation

WARDEN WEALTH MANAGEMENT, LLC is a fee-only financial advisory firm, which means that the only form of compensation it receives is from client fees. This ensures that the firm’s advisors always act in the best interest of their clients and are not influenced by commissions or other incentives.

The fee structure of the firm is based on the complexity of the client’s financial situation and the services provided. This fee is typically a percentage of assets under management, giving clients peace of mind that the firm’s interests are aligned with their own.

Background

WARDEN WEALTH MANAGEMENT, LLC was founded in 1998 by John Warden, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. John and his team of advisors have a wealth of knowledge and expertise in various areas of financial planning, investment management, and retirement planning, making them a trusted resource for their clients.

Financial Advisor Disclosures to Know

As with any financial advisory firm, it is important for clients of WARDEN WEALTH MANAGEMENT, LLC to be aware of any potential conflicts of interest or disclosures. The firm’s advisors are required to disclose any incidents or violations that may have occurred in their professional careers, such as regulatory sanctions or criminal charges.

Clients can access this information on WARDEN WEALTH MANAGEMENT, LLC’s website or by requesting a copy of the firm’s Form ADV, which provides details on the company