A complete list of active advisors currently associated with Harmony Wealth Advisors, LLC

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

Harmony Wealth Advisors, LLC provides ongoing portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations and charitable organizations. The firm manages about $22 million in client assets across roughly 25 accounts and generally requires a $100,000 account minimum. Harmony documents each client’s goals and constraints in an Investment Policy Statement and uses cyclical and fundamental analysis together with modern portfolio theory to implement long‑term strategies across mutual funds, equities, ETFs, fixed income, REITs, TIPS and private placements. The brochure states the firm does not have investment discretion—clients retain trading authority—while the adviser conducts monthly account reviews and provides quarterly custodian reporting. Notable differences from many peers include an affiliation under common control with an accounting firm, which the brochure says may facilitate coordination of advisory and accounting services but can create potential conflicts that clients may decline. The firm’s assets are reported as primarily non‑discretionary, it requires custody at Schwab Institutional, and it does not aggregate trades for block execution, practices that can affect execution and operational handling relative to other advisors.

To learn more about the advisors currently working at Harmony Wealth Advisors, LLC, 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.

Name	Location	Years of experience
Christopher Oland	Edgewater, MD	9

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