HARMON FINANCIAL ADVISORS, INC.

Overview

Harmon Financial Advisors, Inc. is a small, independent registered investment adviser that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with consultative services such as selection of other advisers and educational workshops. Its business registration also lists accounting as an activity, so the advisory work is likely integrated with tax-aware planning and bookkeeping or coordination with client accountants. Fee arrangements are flexible—percentage of assets under management, hourly, and fixed-fee engagements are all used—allowing the firm to tailor pricing to project-based planning or ongoing advisory relationships. The firm operates primarily in a non-discretionary model: client authority over trades and allocations is retained, and the adviser provides recommendations and implementation support rather than unilateral trading authority. Harmon Financial Advisors appears to be a capital allocator at a modest scale, favoring pooled public vehicles over direct security positions, and its advisory practice emphasizes personalized service for a small number of relatively large households.

Assets & Accounts

Investments & Alternatives

Location & Offices