John Ardill Email & Phone Number

With 40 years under his belt as a financial planner, you could say that John Ardill has some unambiguous points of view on his 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 approach is to do something radical in this day and age: 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. Indeed, those clients rave about the intense due diligence John will conduct. As one says, “Before John puts you in an investment, he could think about it for six months. I don’t think there are many people who would spend that amount of time going over your portfolio.” Or as John himself says, “We 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.Over the years, John has finely tuned his ability to take complicated strategies and make them easy for clients to understand – another way in which he boosts their confidence. As he says, “We love showing them their financial picture on a single sheet of paper.”A past holder of the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations, John is a mentor to his son Ian, now the second generation of leadership at Ardill Group. Not surprisingly, the two men have much in common. But according to clients, one thing stands out: the tremendous trust those clients have in them. It is a recognition that did not materialize by chance. As John and Ian put it, “We believe that earning – and keeping – our clients’ trust is the ultimate accomplishment.”

Listed skills include Strategic Financial Planning, Investments, Financial Advisory, Portfolio Management, and 27 others.