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Our Services

At Harmon Financial Advisors, we offer one primary service - financial advice for your and your family for generations to come.

Planning your family's financial future is no simple business. Each component of your financial life has a role to play and every role must be carefully considered when giving financial advice. As a result, we are passionate believers in our comprehensive approach to wealth management.

Wealth and Investment Management

Proactive wealth management is the overarching framework through which we counsel our clients. By understanding our clients' wider circumstances, taking note of their entire financial picture and considering their individual circumstances, we offer a superior level of advice that is both appropriate and of value.

Our fresh and innovative approach to wealth management is rooted in three disciplines - engineering, economics, and finance – all built upon the wisdom of over 40 years in financial planning.

Throughout our relationship we will work to ensure that the strategies we construct are always aligned with your unique goals and circumstances by focusing on the five distinct areas of wealth management:

  • Wealth Investment
  • Wealth Enhancement
  • Wealth Protection
  • Wealth Transfer
  • Wealth Alignment

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A look inside our firm.