A complete list of active advisors currently associated with Harmony Wealth Management LLC
Warmer can help you find a great advisor at Harmony Wealth Management LLC or one who fits your needs even better.
Harmony Wealth Management LLC is an independent, solo advisory firm that serves individuals (including high-net-worth clients), trusts, retirement plans and other entities, managing about $54.7 million for roughly 78 clients. The firm provides portfolio management—either implemented with a comprehensive written financial plan or as a standalone service—and also offers one-time and ongoing financial planning engagements. The firm’s investment process relies on portfolio optimization models and efficient frontier analysis, with recommendations informed by where the U.S. and global economies are in the business cycle, interest rate and growth projections, and historical academic data. Harmony implements allocations using mutual funds, ETFs, individual equities and fixed income and may use listed derivatives, options, futures and foreign exchange for certain clients; accounts are reviewed at least annually and some client authorizations are discretionary while a larger portion of assets are managed non-discretionarily. What is notable relative to peers is the firm’s substantial non-discretionary AUM—$19.7 million discretionary versus $35.0 million non-discretionary as of December 31, 2025—and its stated practice of providing complimentary educational seminars on current market and economic conditions for clients. The firm also leverages third‑party software and separate account managers for analysis and reporting and typically recommends institutional custodians (for example, Charles Schwab) to execute and custody client assets.
To learn more about the advisors currently working at Harmony Wealth Management 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 |
|---|---|---|
Crown Point, IN
| 29
|
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