Chip Hardy, AIF®, CBFA

Senior ERISA Consultant

Professional Overview:

Chip specializes in consulting with employer sponsored retirement plans of all types. He also meets with employee groups and individuals to discuss their retirement goals. Having been in financial services since 1989, Chip brings diversified knowledge and experience to his consulting and investment advisory clients. Chip started as a Commercial Banking Relationship Manager then transitioned to Trust and Investments with a national financial services firm. The relationships he established with his business clients were the foundation of his desire to work in concert with their individual goals and objectives. In the last ten years he has worked for an independent RIA and TPA then he co-founded his own boutique consulting and investment advisory firm. In order to be successful Chip also fosters relationships with centers of influence like accountants, lawyers, financial advisors, & other intermediaries across the southeast. Chip enjoys servicing the corporate and personal relationships he has maintained over the years.

Education, Credentials and Special Training:
Accredited Investment Fiduciary®
Certified Behavioral Finance Analyst
Investment Advisor Representative
License, FINRA Series 65
B.A., Management Economics, Hampden-Sydney College
Civic, Community, and other Professional Affiliations:
Columbia Capital Rotary Club, Program Chair and Past President of the Vista Night Rotary Club
Trinity Episcopal Cathedral: Lector, Usher, and Youth Advisory Committee
Graduate of Leadership Columbia
Occasional author or co-author of ERISA articles published in local, regional and national periodicals
Occasional speaker on ERISA and Behavioral Finance topics at local, state and national conferences

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