About Us

Finding Your Fit

We believe that getting different perspectives and insights are valuable to your financial well-being.

Client Centered

No one’s financial goals are exactly alike. That's why we take the time to really listen and customize a plan that's just right for you. From there, we like to think ahead and help you navigate bumps in the road before you reach them, so you can feel secure about your financial future.

Feel free to explore all the resources on our website. If anything sparks a question, don't hesitate to shoot us an email or give us a call. We're looking forward to connecting with you.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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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.

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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.