Andy Brown

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Andy Brown is a financial planner and investment advisor for Harding Financial Partners.  Harding Financial Partners is a full service wealth management organization dedicated to assisting successful medical professionals and small business owners in developing comprehensive solutions to decisions regarding their wealth.  A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan. Mr. Brown and his team of specialists help clients in the areas of estate, business succession, retirement, risk management, tax strategies, and investment planning. We work closely with the clients’ accountants, attorneys and other advisors.  We do not practice law or accounting, but are conversant with the major points of law and regulations that affect a client’s financial statements

Education and Experience

  • Bachelor of Arts in Economics, University of  Utah, 1991
  • Eighteen years experience working with physicians in the pharmaceutical industry

Services Provided

  • Business Planning, Coaching & Strategies-Business Succession, Executive Compensation, Benefits, Etc.
    Wealth Transition Designs
  • Identifying and clarifying Vision, Values, Goals and Missions for Clients
  • Comprehensive Wealth and Financial Planning Designs
  • Investment & Asset Design, Analysis & Review-Retirement Income Strategies & Planning
  • Estate Plan Consulting, Negotiation & Review
  • Estate Planning and Tax Reduction Strategies
  • Revocable and Irrevocable Family Trust financial structure and design

Licenses and Certifications

  • Licensed Investment Advisor Representative (IAR)
  • Securities Licenses: FINRA Series 7, 66 (stocks, bonds, mutual funds, limited partnerships,  private placement investments)
  • Insurance Licenses: Life, Health & Disability

Family

Andy and his wife, Jamie, are the proud parents of four children.   Andy and his family live in Highland, Utah.  Andy enjoys coaching football, playing guitar, road/mountain biking, skiing, golfing and all outdoor activities.