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Could Your Money Work Harder For You?

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.

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Let's Work Together

Let's Work Together

We believe everyone deserves to feel confident and informed about building wealth, wherever you're starting from. If you're thinking about working with a financial professional, let’s sit down to talk.

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Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Schedule A Consultation

Thinking about working with a financial professional? We're here to help. Let's talk about how we can best support your financial journey.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team of experienced professionals is passionate about helping people at any stage of their financial journey. Whether you're just starting out or have been building wealth for years, we've helped clients from all backgrounds feel confident and secure about their future.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Monitor

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Have a Question?

We’d love to learn more about you and your financial goals. Submit the form below and we'll be in touch.

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Contact

info@ardent-lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ardent Credit Union and Ardent Investment and Retirement Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ardent Investment and Retirement Solutions and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Ardent Credit Union or Ardent Investment and Retirement Solutions. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT CREDIT UNION GUARANTEED}	^{NOT CREDIT UNION DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.