Having been a financial planner for more than 40 years, you could say that John Ardill has some unambiguous points of view on clients’ state of mind.
“People are in a place of being uncomfortable. They are bombarded by way too much information. It’s confusing. So our job is to help them be more confident in a turbulent world.”
Part of John’s coaching is to do something radical in this day and age: help the team slow things down, to provide Just the right match for your money®. It’s right there in the Ardill Group mission: We take our time to find just the right match, of experts and solutions, for our clients.
Or as John himself says, “Ian might take a client to three or four discretionary money managers and shop around. Who does that? Nobody, I don’t think.”
It’s a different approach driven by an overall independence from institutional thinking, which also manifests in the alternative, non-market-based investments that Ardill Group offers and which clients appreciate so much.
John has succeeded to his role as Founder and Mentor of the Ardill Group, in particular providing mentorship to his son Ian, who has been the second generation of leadership at Ardill Group since 2017.
Says John: “We really didn’t lose any clients in the transition, which I think is a great compliment to Ian. He’s taken the bull by the horns, and he is just rocketing.”
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105 West Beaver Creek Road, Unit 2
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