The most valuable assets we manage are the personal relationships we share with our clients. With many of our client relationships beginning in the 1970s and 1980s, we never lose sight of the fact that our greatest successes are measured in decades and generations, not calendar years and market cycles.
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. In other words, we work for you!
The key to successful investing is having 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 accurately define the intent of the investments within this broader context have proven to be 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.
Our team is our strength, and therefore, yours as well. The Harmon Financial team is steeped with decades of experience in financial planning, investment management analysis, insurance products, accounting, and more. Your extended team includes Certified Public Accountants (CPAs), attorneys, insurance specialists, and many other professionals we have extensively vetted – all to serve you.
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.
We are proud to call Atlanta home. However, we work with clients across the United States, Canada, and around the world. No matter where you are located, we offer you the same high level of service and experience as if you were sitting in our office in Atlanta.
For friends & family referrals, we waive our account minimums to provide them with the same level of service that you have come to expect from us.
