A complete list of active advisors currently associated with Harmony Road Advisors

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

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.

To learn more about the advisors currently working at Harmony Road 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.