Mollot & Hardy, Inc. was established in 1970 by Alan R. Mollot, CLU & CFP.
As an independent wealth management firm, we have a fiduciary responsibility to act in the best interests of our clients which aligns with our firm’s client-centric vision. Together, our advisors have over 140 years of combined industry experience and expertise.
We work collaboratively to ensure that the foundation of your financial plan is strategically sound and thoughtfully implemented. Above all, we value our clients and the opportunity to positively impact their financial futures.
Why is it important to work with a fiduciary planner?
A fiduciary is an advisor with a legal obligation to provide the highest standard of care. This means that a fiduciary is required to recommend the best product to their clients, even in the event that that product result in a reduced compensation for the advisor. In short, we prioritize what is best for our clients above all else.
A recent article by U.S. New and World Report suggested that nearly half of Americans falsely believe that all advisors are fiduciaries, but many are not. As working with a fiduciary is the best way to protect yourself and your financial future, we urge you to ensure that your advisor is held to the fiduciary standard.
What are your fees?
There is no charge for our initial consultation and we do not charge to present you with a financial plan. Our fees are determined by your portfolio and are discussed prior to investing. We believe transparency is the foundation of a solid client-advisor partnership.
What differentiates you from other firms?
We design personalized financial plans built by a team with over 140 years of experience. As planners, we are experts in the areas of wealth management, tax strategies, life insurance, and estate planning and our data-driven investment approach is based on Nobel prize winning research.
At Mollot & Hardy, Inc., our clients are valued and you will never be a number. We take interest in your goals and care about your future. Most importantly, we are fiduciary advisors committed to you.