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About Harmon

We have been building relationships and empowering clients like you to help achieve their financial goals for over 39 years.

Our Philosophy

As partners, we empower our clients to live intentionally. We begin our relationship by working with each new client to discover and define money's purpose in his or her life: What is this wealth for? By understanding your priorities and ambitions, we can quantify your goals and create a wealth management plan that is truly personal and designed around your life.

In our experience, this process empowers our clients to make financial decisions that are more clearly aligned with their goals and engages them to consider the best use for their materials, time and talents, and, ultimately, their wealth.

We also believe your money has a purpose. Whether that purpose is funding a child's college education or supporting a passionately-held philanthropic program, we believe your reason for investing should drive the way you invest. That's why we create tailored special-purpose portfolios for each of your goals: retirement, education, estate transfer, etc. We manage these portfolios to their given objectives, connecting each recommendation we make to the portfolio's purpose.

Raymond James

While we are an Independent Registered Investment Advisor, our team also has a strong relationship with Raymond James Financial Services which allows us to provide clients with access to their robust offering of resources of a full-service firm, including highily-regarded research, leading-edge, institutional-level technology and a full-service trust company.

As one of the country's leading financial planning and investment services firms, Raymond James is the parent company of Raymond James Financial Services, the full- service broker/dealer through which we clear securities transactions.

Raymond James Financial, Inc. (NYSE: RJF) is a Florida-based diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James LTD., have approximately 6,200 financial advisors serving in excess of 2.5 million client accounts in more than 2,500 locations throughout the United States, Canada and overseas. Total client assets are approximately $479 billion.

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