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Connecting you with the right new-client roster.

Grow your client base and your business by improving your lead generation efforts.

In today’s uncertain economy, lead generation is critical to steadily expanding your client base.  Ardent Wealth Management’s unique referral system can help grow your client roster.  When potential clients contact Ardent Wealth Management, our initial screening call gathers critical data that we use to then refer them to the wealth management advisor that we feel will be the best advisor-client fit.

Put Ardent Wealth Management to work for you, and get a leg up on the competition

Experience the Ardent Retirement Planning difference.

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Securities offered through Securities America, Inc. member FINRA/SIPC, Ardent Retirement Planning Advisors are Registered Representatives. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm, Ardent Retirement Planning Advisors are Financial Advisors. Ardent Retirement Planning and the Securities America companies are separate entities.Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.Securities licensed in AZ, CA, CT, FL, IL, IN, KS, MD, NJ, NY, NC, SC, TN, WA, PA