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Learn more about our process.

It's always time for a second opinion.

Second Opinion Process

Harmon Financial Advisors is happy to provide a free, no-obligation, no-pressure second opinion on your current investment portfolio. In volatile markets, a second opinion can deliver a greater sense of confidence that you are effectively and efficiently pursuing your long-term objectives.

Our analysis should help you to confirm you are on the right track, ask better questions of your current advisor and better understand your portfolio's embedded risks and how to manage them.

Unlike most firms, we will not ask you to complete a risk questionnaire as part of our second opinion process.

Because our analysis will help quantify your current portfolio's level of risk, it is unnecessary for us to know beforehand what level of risk you expect from your current portfolio. Instead, following our analysis, you should be able to make a clear and objective decision as to whether your current portfolio's characteristics meet your expectations.