How does the advisor help clients – Key Takeaways:
HARMON FINANCIAL ADVISORS offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and insurance planning. The firm takes a holistic approach to financial planning, considering each client’s unique financial situation and goals.
Facts and Insights
The following table highlights HARMON FINANCIAL ADVISORS’ assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
These numbers are publicly available and show that HARMON FINANCIAL ADVISORS is a well-established and reputable financial firm.
Financial Services Offered
HARMON FINANCIAL ADVISORS offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Insurance planning
The firm’s team of expert advisors works closely with each client to create a customized financial plan that takes into account their individual needs and goals.
Client Types
HARMON FINANCIAL ADVISORS serves a diverse range of clients, including individuals, families, and small business owners. The firm’s services are tailored to meet the needs of each client, whether they are just starting to build their wealth or are looking for guidance on how to preserve and grow their assets.
Fees & Compensation
As a fee-only firm, HARMON FINANCIAL ADVISORS is committed to providing transparent and unbiased advice to its clients. The firm charges a percentage of assets under management as its fee and does not earn commissions from recommending or selling financial products. This fee structure ensures that the firm’s interests are aligned with those of its clients.
Background
HARMON FINANCIAL ADVISORS was founded 10 years ago by John Harmon, a highly experienced and knowledgeable financial advisor. John wanted to create a firm that focuses on building long-term relationships with clients and helping them achieve their financial goals. Since its inception, the firm has been providing personalized and comprehensive financial planning services to its clients.
Financial Advisor Disclosures to Know
As part of its commitment to transparency, HARMON FINANCIAL ADVISORS wants clients to be fully informed about the potential risks and conflicts of interest that may arise. The firm’s financial advisors are required to disclose any relevant disclosures to their clients before beginning a working relationship. This includes any disciplinary actions, legal or regulatory events, and conflicts of interest.