Making an impact in your business and your life

As an entrepreneur, you’ve got the grit, perseverance and passion to make it on your own. That means making hard decisions, whether you’re launching a new business, facing the challenges of running one or formulating an exit strategy.

Hardy Wealth Partners works closely with entrepreneurs, serial entrepreneurs and top-level executives—people whose creativity and vision build and run America’s businesses—to help make sure those decisions are the right ones.

We spend time with you, inside your company, learning what gets you going in the morning and what keeps you up at night. Our goal is to help you grow your business as well as pursue your personal financial independence. Whatever your needs, Hardy Wealth Partners is here to help you and your family work toward the quality of life you want.

Our priority is to help enrich the lives of those around us, leaving a wake of lifetime advocates.

- Sean Hardy

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Sean Hardy

    Sean W. Hardy

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KS
    • ME
    • MI
    • MN
    • MO
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX

    Before embarking on my financial services career as the new century dawned, I spent several years working for a privately-held industrial company led by a dynamic CEO and management team –which gave me a birds-eye view of the hopes and dreams, challenges and opportunities of a special breed – namely the entrepreneurs who would become the driving focus and passion of our financial business at UBS.

    From my days on the client side, to my years at Merrill-Lynch, McDonald Investments and now UBS, I have focused on meeting a need that too often goes unmet in my profession – a need that transcends simply providing routine asset allocation and portfolio management. That’s why; I never begin by focusing on the numbers. Rather I take the time to truly understand their businesses, to learn what gets them going in the morning and, just as importantly, what keeps them up at night.

    In so doing, I can secure the insights to help them better pursue both their financial and personal aspirations. I can shape a plan focused on retirement income for them and their employees. I can help them create sustainable structures for educational funding, charitable giving and estate planning. And I can help them access credit to expand their business, purchase a home, or care for a loved one.

    I earned my bachelor's degree in business from Bowling Green State University and where I met my wife, Teresa. It was at Bowling Green that I learned the value of giving back having served there in several capacities. I continue that tradition on the boards of the Mayo Society of Cleveland, the Collaborative to End Human Trafficking, the Irish American Charitable Foundation, and Prayers from Maria. My wife and I live in Westlake with our 3 children.

     

    • Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022
      • Certified Exit Planning Advisor
      • Portfolio Manager
      • Senior Retirement Plan Consultant
      • Endowment & Foundation Consultant
      600 Superior Avenue East
      26th + 27th Floor
      Cleveland, OH 44114
    • Amy J. Minnier

      Amy J. Minnier

      Associate Director

      Senior Wealth Strategy Associate

      • image
      • image
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • IL
      • IN
      • MA
      • ME
      • MI
      • MN
      • NC
      • NY
      • OH
      • OR
      • PA
      • TX

      I have spent half my life in financial wealth management, but the first and most important lesson I learned about the business came from watching my dad at work as a young girl: it's all about relationships. What he taught me was a unique ability to foster genuine and meaningful connections. It's been a cornerstone of my professional and personal development, leading me in my current role with Hardy Wealth Partners.

      If you have read Sean's bio you know that he spent several years working for a privately-held industrial company; a company my dad managed. He hired Sean out of college so we have known each other for almost 30 years. That connection expanded my world into financial services and set me on a path to work from the ground up, and in the process, discovering how the best businesses in our industry are run.  I have held several roles at the firm ranging from client service and planning to compliance and management which make me uniquely positioned to bring both experience and knowledge together as we build our business.

      Understanding the families we serve and helping them build their dreams and opportunities in their personal and professional lives is at the core of what we do. Recognizing their vision.  Valuing their perspective.  Making connections.  Focusing on what drives them.  What inspires me to serve our clients is witnessing their commitment to serving their families, their business and their community.

      I earned my bachelor's degree in business administration from Kent State University. I am a member of the ASPCA and volunteer with Habitat for Humanity.  I reside in Phoenix, Arizona with Kevin and our dog Murphy.

          • Financial Paraplanner Qualified Professional™
          600 Superior Avenue East
          26th + 27th Floor
          Cleveland, OH 44114
        • image

          Mary Kelley

          Client Associate

          • image
          • image
          • OH
                600 Superior Avenue East
                26th + 27th Floor
                Cleveland, OH 44114

              Resourceful solutions for your business needs

              Comprehensive planning and strategies

              Wealth management that educates

              Making an impact

              Growing our network—and yours

              Foundations and endowments

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              Global leader

              UBS is a world-leading wealth manager

              $10 billion

              USD invested in 100% sustainable portfolios4

              4ubs.com/Impact/2/2020

              Insights