Mike Bard

Senior Financial Advisor at The Sum - The Woodlands, TX, US

Mike Bard's Contact Details
HQ
N/A
Location
Spring,Texas,77373,United States
Company
The Sum
Mike Bard's Company Details
The Sum logo, The Sum contact details

The Sum

The Woodlands, TX, US • 5 - 9 Employees
Financial Services

The Sum is bringing a Simple, Objective and Accountable Approach to Ensure Wealth Management 'Adds-Up'.As a group of highly-motivated CERTIFIED FINANCIAL PLANNER™ professionals, our extensive industry and academic experience drives our commitment to continue raising the bar for our clients. The Sum is our answer to years in the financial services industry that haven't felt quite right. The industry can be complicated and isn't always client friendly [In some cases, misaligned compensation structures drive advisor behavior]. Motives of companies and advisors don't always align with those of their clients. Advisors, however, have a duty to serve those who put their trust and their family's wealth in their hands. At The Sum, we have a perspective that our work is more than a duty, it is a privilege. We've taken on the challenge of providing a better place for advice; a better place for you. So if you're tired of status-quo, give us a call, send us an email and let's get your plan started.

Financial Services
Details about The Sum
Frequently Asked Questions about Mike Bard
Mike Bard currently works for The Sum.
Mike Bard's role at The Sum is Senior Financial Advisor.
Mike Bard's email address is ***@thesumplanning.com. To view Mike Bard's full email address, please signup to ConnectPlex.
Mike Bard works in the Financial Services industry.
Mike Bard's colleagues at The Sum are Michael Rahn, Christopher Melber, Elliott Cisneros, Marc Laviage and others.
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