A complete list of active advisors currently associated with Harmon Financial Advisors

Warmer can help you find a great advisor at Harmon Financial Advisors or one who fits your needs even better.

Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities rather than delivering discretionary portfolio management. The firm indicates it does not maintain discretionary or non‑discretionary assets under management and bills clients on an hourly basis for planning work. The firm’s advice is tailored to each client’s objectives, risk tolerance, time horizon, liquidity needs, and other suitability factors, with planning reviews available on request and an annual review recommended. Harmon does not take custody of client assets or exercise investment discretion and, when discretionary management is appropriate, it refers clients to affiliated advisory services for implementation. Compared with many firms in the investment‑manager category, Harmon’s reliance on hourly planning fees and its lack of percentage‑of‑AUM or performance‑based fees is atypical. Advisors at the firm are also registered representatives and investment adviser representatives of an affiliated broker‑dealer and RIA, and the brochure discloses that clients may implement recommendations through those affiliates, which can result in commission, 12b‑1, or insurance compensation.

To learn more about the advisors currently working at Harmon Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.