Security and regulation drove this RIA to Workplace

Hardy Reed, LLC, a Mississippi-based RIA with offices in Tupelo and Oxford, was founded in 2006 when Scott Reed and John Hardy broke away from a well-known brokerage to found their own firm. Their team serves clients across the country, offering investment consulting and advanced planning to individuals, as well as guidance to nonprofit organizations and retirement plan sponsors. Hardy Reed also was one of the first RIA firms to receive certification from the Center for Fiduciary Excellence (CEFEX). With mobility, access and security issues, Hardy Reed turned to Workplace to modernize its technology setup.

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