Harmony Road Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harmony Road Advisors is a small, registered investment adviser managing about $30.8 million in discretionary assets for primarily individual and high‑net‑worth clients, operating with two advisors. The firm offers ongoing portfolio management along with financial planning and consulting services for individuals, trusts, and estates.
Portfolios are built around low‑cost mutual funds and ETFs but may also include individual stocks, REITs, bonds, commodities, options and non‑U.S. securities to meet client objectives. Harmony Road employs a mix of fundamental, technical and cyclical analysis and generally pursues a long‑term orientation while permitting shorter‑term trades for rebalancing or tactical needs.
Distinctive aspects include that both founding partners hold CFP certification and maintain outside professional roles — one provides training and coaching to financial professionals and the other assists a profit‑sharing committee — which contribute to the firm’s advisory perspective. The firm does not accept proxy‑voting responsibility for client securities, does not participate in soft‑dollar arrangements, and typically recommends (but does not require) a particular custodian for execution and custody.
Client services
Expertise
Fee options
Fixed fees range from $1,000 to $5,000
$150 to $300 per hour
Fee-only: Investment advisory fees range up to a maximum of 1.0% annually; Financial planning fees range from $150 to $300 per hour, up to $2,500 annually ($625 quarterly), waived if $250,000 assets invested; Fixed fees from $1,000 to $5,000
Main office
Elizabethtown PA
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Harmony Road Advisors · Harmony Road Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Frank C
CFP®, Series 63, Series 65
Elizabethtown, PA
Harmony Road Advisors
Frank Collins is a CFP® with 40 years of industry experience and currently serves as an advisor at Harmony Road Advisors in Elizabethtown, PA. Prior to joining Harmony Road Advisors in 2020, he held positions at firms including Avantra Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. He is also principal of Altius Learning Inc., a company that provides training and coaching for financial professionals. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, using a mix of fundamental, technical, and cyclical analysis with a focus on low-cost mutual funds and ETFs alongside other investment vehicles.
Geoffrey F
Series 65
Elizabethtown, PA
Harmony Road Advisors
Geoffrey Finch is a financial advisor at Harmony Road Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Harmony Road Advisors and The Wenger Group since 2020 and previously spent over two decades at Wenger Feeds. Outside of his advisory role, he serves as a project manager at The Wenger Group, overseeing strategic projects related to a new ingredient and a health care model for employees. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of fundamental, technical, and cyclical analysis with a long-term investment approach that includes a variety of asset classes.
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