A complete list of active advisors currently associated with Harmony Wealth
Warmer can help you find a great advisor at Harmony Wealth or one who fits your needs even better.
Harmony Wealth serves individual households, including higher-net-worth clients, and sponsors of employer-sponsored retirement plans. The firm offers investment management alongside tiered financial planning services (ranging from a limited-scope, one-time engagement to ongoing comprehensive planning) as well as retirement plan consulting and fiduciary services for plan sponsors. The firm typically implements passively oriented, asset-class portfolios constructed with index mutual funds and ETFs and guided by an individualized asset-allocation policy, while also incorporating fundamental and technical analysis where appropriate. Financial planning engagements include implementation support and periodic monitoring for ongoing clients, and a separate, limited-scope planning option designed for clients earlier in the accumulation phase. What is noteworthy about this small, solo-registered adviser (managing roughly $7.3 million for about 37 clients) is its combination of services that are uncommon for firms its size: it provides educational seminars/workshops and offers pension consulting including both 3(21) advisory and 3(38) discretionary retirement plan services. The firm’s principal holds the CFP designation and the practice includes targeted programs for business-owner planning and income-based, single-session advice, along with pro bono client education activity.
To learn more about the advisors currently working at Harmony Wealth, 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 |
|---|---|---|
Madison, WI
| 8
|
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