Chip Hardy

CONTACT INFO

124 Verdae Blvd
Suite 504
Greenville, SC 29607

Direct: 803.787.4015
Fax: 864.288.5218

Chip Hardy, CBFA

Senior Vice President, Fiduciary Consultant

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 & Special Training:

  • Certified Behavioral Finance Analyst
  • Investment Advisor Representative
  • FINRA License: Series 65
  • B.A., Management Economics, Hampden-Sydney College

Civic, Community & Other Professional Affiliations:

  • Rotary International: current member of the Camden Rotary Club; past member and President of the Columbia Capital Rotary Club, and the Vista Night Rotary Club, respectively
  • 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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