Chip Hardy, CBFA

Senior Vice President, Fiduciary Consultant

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 meets with fiduciary committees, employee groups and individuals to discuss their retirement goals. He also works with municipalities on their fixed-income investments according to the state regulations, as well as foundations and endowments regarding their asset allocation and spending policies.

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. Throughout his career, he has worked for an independent RIA/TPA and 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, and 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
  • Life, Accident & Health or Sickness Insurance Licenses
  • B.A., Management Economics, Hampden-Sydney College

Civic, Community & Other Professional Affiliations:

  • Rotary International: currently in the Camden Rotary Club, Social Chair; past member and President of the Columbia Capital Rotary Club, and the Vista Night Rotary Club, respectively
  • Grace Episcopal Church: Lector, Usher, Finance and Endowment Committees
  • National Steeplechase Museum: Endowment 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