You deserve more

Traditional wealth planning often refers to events or situations that need to be fixed or solved. You may be anticipating or going through a transition where additional guidance is crucial. And there are many experienced professionals that will assist you in the planning for that event. 

Strategies are created and investments designed with the intention of solving something. They will answer your immediate question, “Will I be ok?”

You may even hear, “You are going to be fine.”

Why settle for fine when you can flourish?

Flourish: meaning to prosper, to thrive, to grow strong and healthy.

It’s the result achieved when your net worth is aligned with your life’s worth. It’s the harmony you will experience moving from fixed to fine to flourish.

Who we are

It’s time you have a different, higher expectation of your financial advisor.

Welcome to the Harmony Financial Wellness Group, where financial advice transcends numbers and charts to focus on YOU.

With over 50 years of collective experience in financial services, our goal is to build a relationship with you that will last for decades. We truly want to make your life better.

Who we serve

High achieving women:

We help female leaders be present for the moments that matter by aligning their wealth with their purpose.

All too often, financial advice is focused solely on investing, and while this is important, it overlooks the opportunities and profound impact that wealth offers to pursuing lifelong dreams and a meaningful life.

You work hard and live a life of intention. You have responsibilities and passions outside of your career. You want your career to work for you, not the other way around. You often ask yourself – how will I balance my lifestyle now and in the future without exhausting everything you must give today?

We are passionate about serving female leaders and high-achieving women who want to live a life filled with joy, presence, and purpose.

Successful families:

We serve a select group of families who view wealth as a means to a greater end. They have been successful in their careers and feel a deep sense of connection between their wealth and their life.

They are driven by a purpose beyond themselves. They know that wealth is defined by more than a balance sheet and financial freedom is achieved when one is flourishing.

They realize the need for experts to help navigate the complexities that wealth brings and free them to focus on what matters most.