Helping Our Community Reach Their Financial Goals For Over 30 Years
Financial & Portfolio Advisors, Ltd., strives to assist our clients with any and all financial issues that come up throughout their lives. We’ll be there with you through the changes and challenges while our multidisciplinary approach will help you successfully handle any financial situation that comes your way.
Our professional and knowledgeable staff is eager to go above and beyond to meet all of your financial goals. Call us at (734) 261-4011 to learn how we can help or to schedule your FREE second opinion.
Meet Our Staff
Robert A. Hardies, CFP®, MS, ATP
President, Chief Executive Officer & Chief Compliance Officer
President and CEO, Robert (Bob) Hardies founded Financial & Portfolio Advisors, Ltd., in 1990. After graduating Magna Cum Laude with a degree in business administration from Western Michigan University, Hardies earned his Masters in Estate Planning & Taxation from the College of Financial Planning in Denver, CO.
A CERTIFIED FINANCIAL PLANNER™ professional and Accredited Tax Preparer (ATP), Hardies continually expands his knowledge in order to best help his clients. He is an Ed Slott Master Elite IRA Advisor and is trained in Social Security and Medicare planning strategies.
Hardies currently resides in Northville Township, MI, and is an active member of the the Rotary Club of Livonia, the Western Wayne County Conservation Association (WWCCA) and the Livonia Symphony Orchestra (LSO). During his free time, Hardies enjoys walking his dog Abbey, hiking, fishing, playing tennis, reading, traveling and photography.
Daniel S. MacIver
Through an affiliate company, Financial Investment Planners, Ltd. (FIP), Daniel Maclver provides us with the support we need to optimally serve our client base. After joining the company in 1995, Maclver received his Registered ParaPlanner Certification in 1998 from the College of Financial Planning in Denver, CO. MacIver earned his full Series 7 Securities in 2016 and Series 66 in 2017.
Over the years, Maclver has volunteered his time to Boy Scouts of America and to coaching Little League Baseball and youth girls basketball. He currently serves on the Executive Board of Directors for the Clarenceville Athletic Boosters Club and the Clarenceville Education Foundation.
Maclver presently resides in his hometown of Livonia, MI with his wife, Veronica, and their three children, Kameron, Ashlyn and Marissa. When he’s not helping clients, he enjoys spending time with family, camping and playing sports.
DeBorah E. White
DeBorah (Deb) White is also a part of our affiliated firm, Financial Investment Planners, Ltd. (FIP). A member since 2015, she is responsible for all of our reception and administrative duties. Deb truly enjoys being the first, friendly voice that our clients hear. When she’s not at work, Deb enjoys crafts, reading, visiting her grandchildren and spending time with her husband, Clarence.
Heather A. Douglas
Administrative Service Assistant
Heather became a part of our affiliated firm, Financial Investment Planners, Ltd. (FIP) June, 2017. She and her husband Dave are longtime Livonia residents. They have 4 kids (Sommer, Kailey, Tyler & Chase), 2 dogs, 3 cats, 25 chickens & 2 peacocks!
Heather serves on the Livonia Greenleaf Commission on Sustainability, the Livonia Comprehensive Master Plan Steering Committee, the Livonia Brownfield Redevelopment Authority and is the founder of the Downtown Livonia Partnership. In her free time, she enjoys playing softball and refinishing furniture.