Financial & Portfolio Advisors, Ltd. (F&PA) is an independent fee-based Registered Investment Advisor focusing on Investment Asset Management and Financial Coordination Services.

Based in Livonia, Michigan, we have been serving the financial and investment needs of a broad range of clients in Southeast Michigan and nationally for over 25 years.

Our investment advisors and financial planners draw on some of the industry’s most respected  and nationally recognized disciplines and authorities to create customized financial and investment programs for our clients. In designing investment portfolios, we utilize asset accumulation disciplines utilizing economic forecasting methodologies based on “Demographic” trends. As tax specialists and advisors, we draw on the research of leading tax authorities, such as IRA expert Ed Slott, to design retirement plans focused on wealth preservation.

F&PA is headed by President and CEO Robert Hardies, a Certified Financial Planner  and Accredited Tax Preparer (ATP), with a Masters in Estate Planning and Taxation. Bob is also an HS Dent Charter Member / Master Advisor and an Ed Slott Master Elite Advisor.

We pride ourselves on cultivating close, personal relationships essential to providing the best financial and investment advice and solutions to our clients. Our proven programs, dedication to excellence, and a commitment to consumer education and customer service are second to none.