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Why Choose Harmon Financial Advisors?

The most important assets we manage are the personal relationships we share with our clients. We never lose sight of the fact that our greatest successes are measured in decades and generations, not just calendar years and market cycles.

Independent Advisors

As an Independent Registered Investment Advisor (RIA), we are free to provide objective advice specifically in the best interests of our clients, without the potential complications of loyalty to an employer. We're free to innovate, adopt industry best practices, and implement systems that enable us to deliver solutions specific to our clients' needs and goals.

"Independence" means we work for no one but you.

Prudent Stewards

We are committed to honoring the fiduciary standard of care, putting our clients' interests first in all situations. As independent advisors we are allowed to work for our clients without interference from an "employer" or headquarters. As a family firm it means just doing the right thing, all the time.

Much More than Portfolio Managers

A key to successful investing is having a purpose, or a plan. As financial planners we understand the role investments play in the comprehensive financial picture alongside tax planning, estate planning, and insurance. Plans that properly define the intent of the investments within this broader context have proven to been most successful.

Our engineering-based portfolio management methodology not only incorporates these concepts, but adopts industry best practices from institutional portfolio managers and the latest academic research. The result is a rigorous approach that seeks to identify and address risk first, to help the probability that you will meet or exceed your goals.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Investing with reason, so you may live intentionally.

One Team

Our team is our strength, and therefore, your strength. Your Harmon Financial team includes a Certified Public Accountant (CPA/PFS), a Certified Investment Management Analyst® (CIMA), multiple financial planners, insurance professionals, and Wealth Management Specialists (WMS). Your extended team includes attorneys, accountants, insurance specialists, and many other professionals we work with to serve you.

Lifelong Partnership

Many of our client relationships began in the 1970s and 1980s. We want to serve as a trusted advisor to you and your family for decades and generations to come.

Global Reach

We are proud to call Atlanta home, however, we work with clients like you all across the United States, Canada, and globally. No matter where you are located, we want you to have the same high level of service and experience as if you were sitting in our office in Atlanta.

A Focus on Family

Our clients often send other family members to meet us. We understand it is important to know your friends and family members are in good financial hands. That's why we waive our account minimums to provide them with the same level of service that you have come to expect from us.


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