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Steven Hardardt II joined our New Jersey office in 2013 and then relocated back to Colorado in 2014 to open and lead our Denver office. In 2023 Steven and his family moved to Florida to expand Precision Financial Services into Naples & Marco Island to serve our existing clientele and create new client and professional relationships.
As a Wealth Advisor, Steven develops and manages his client relationships, focusing on assisting business owners and high-net-worth individuals work towards their financial goals through our process of financial planning, portfolio management, estate planning and insurance/risk management. He assists his clients through major life changes like retirement planning and business transactions while also focusing on multigenerational planning. Steven maintains his life insurance license in multiple states to best serve his clients.
Steven, his wife Magen and their sons Ryker and Bentley spend their free time traveling and exploring beaches, mountains and new destinations. Ryker and Bentley are just as into cars as Steven, and they can often be found at a local charity car show on weekend mornings. Steven sits on the board of a private charitable foundation that supports organizations that provide services and financial support to children and families in need.