Our Team
Ardent Wealth Management unites its team to offer clients over 50 years of combined experience in the financial services arena. Each member brings a unique quality and area of focus to the team which when put together offer the client a comprehensive investment service. We strive to develop and maintain a client relationship that reflects the meaning behind our name. To be ardent is to be passionate, enthusiastic, intensely devoted and loyal. We feel that continuously exemplifying that definition along with acting with the utmost professionalism and integrity will build the trust of our clients and give them the peace of mind that they are receiving tailored guidance for their family’s financial future. Ardent Wealth Management employs a long-term strategy to maintain perspective and focus on your goals. We focus in guiding you through some of life’s most complicated financial events by defining an investing mission statement, planning for educational expenses, retirement planning and addressing your insurance needs. We are fully supported by Janney’s team of professionals in the areas of financial, trust and estate planning issues, retirement planning and asset management. They will work directly with us to provide you with guidance on the most complex issues.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.