Sard Wealth Management Group, LLC

Craig Bober is a CFP® professional with experience at Sard Wealth Management Group, LLC since 2023. He previously worked at Osaic and was affiliated with West Liberty University. Sard Wealth Management Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and financial institutions. The firm’s investment approach is customized and primarily long-term, utilizing low-cost, diversified mutual funds and ETFs along with individual stocks and bonds when appropriate.

Jonathan Sard is a CFP® professional with 30 years of industry experience. He is the president and an investment advisor representative at Sard Wealth Management Group, LLC, where he has worked since 2007. Prior to founding his firm, Sard was with Securities Service Network, Inc. from 2002 to 2020 and has also been involved in life, disability, long-term care, and annuity insurance sales since 1992. Sard Wealth Management Group provides discretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and financial institutions. The firm employs a primarily long-term, customized investment approach focused on low-cost, diversified mutual funds and ETFs, while also utilizing individual stocks, bonds, and derivative instruments as appropriate.