Harmon Financial Advisors is an independent wealth management firm specializing in comprehensive wealth management, investment management and retirement income planning. Our innovative approach is rooted in three disciplines - engineering, economics, and finance - all built upon the wisdom of over 40 years in financial planning.
Clients of Harmon Financial Advisors enjoy access to our nationally-recognized expertise with the integrity and personal care of a family business. By combining our extensive experience and wisdom in financial planning with a commitment to innovation, continuous improvement and industry best practices, we deliver a truly customized experience unavailable elsewhere.
Clients of Harmon Financial Advisors enjoy access to our nationally-recognized expertise with the integrity and personal care of a family business. By combining our extensive experience and wisdom in financial planning with a commitment to innovation, continuous improvement and industry best practices, we deliver a truly customized experience unavailable elsewhere.
Services
We have been building relationships and empowering clients like you to help achieve their financial goals for over 39 years. As partners, we empower our clients to live intentionally. We begin our relationship by working with each new client to discover and define money's purpose in his or her life: What is this wealth for?
Our team is made up of highly qualified, trusted financial advisors. We will work alongside you as we effectively communicate each step in the process and remain transparent about our work and objectives. Jack C. Harmon began his Financial Service career in 1974 as an independent financial advisor and financial planner.
At Harmon Financial Advisors, we offer one primary service - financial advice for you and your family for generations to come. Planning your family's financial future is no simple business. Each component of your financial life has a role to play and every role must be carefully considered when giving financial advice.
The most important assets we manage are the personal relationships we share with our clients. We never lose sight of the fact that our greatest successes are measured in decades and generations, not just calendar years and market cycles. As an Independent Registered Investment Advisor (RIA), we are free to provide objective advice specifically in the best interests of our clients, without the potential complications of loyalty to an employer.
They focus on the future, always considering the bigger picture when making financial decisions. Because their assets have a purpose, they invest wisely and seek independent counsel from wealth management firms like Harmon Financial to guide them in a smart, supportive and proactive manner. They appreciate the value of having a long term relationship with a trusted advisor to address their needs and those of their family.
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