Insights

Established Expertise Harmon Financial Advisors leverages 38 years of industry experience rooted in financial planning, positioning itself as a trusted provider of personalized wealth management. This deep expertise offers opportunities to introduce advanced financial tools and complementary advisory services to enhance client engagement.

Family-Oriented Service With a focus on integrity and personal care akin to a family business, Harmon Financial presents an ideal partner for premium service solutions and client relationship management platforms that emphasize personalized experience and client retention.

Innovation and Improvement The company's commitment to innovation suggests readiness to adopt cutting-edge financial technology. Sales opportunities exist in offering new investment platforms, CRM systems, or compliance tools that support their continuous improvement initiatives.

Market Positioning Operating within a highly competitive space alongside industry giants, Harmon Financial can benefit from targeted marketing solutions, branding strategies, and lead generation services tailored for independent financial advisors seeking growth and differentiation.

Digital Footprint Harmon Financial's use of various digital tools like Facebook Pixel, jQuery, and SEO indicates an active online presence. There are opportunities to provide advanced digital marketing services, website optimization, and analytics to further boost their online visibility and client acquisition efforts.

Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor Tech Stack

Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor uses 8 technology products and services including Microsoft Advertising, html5media, Webpack, and more. Explore Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's tech stack below.

  • Microsoft Advertising
    Advertising
  • html5media
    Audio, Video, Graphics
  • Webpack
    Development
  • Font Awesome
    Font Scripts
  • AOS
    Javascript Libraries
  • Priority Hints
    Performance
  • Contact Form 7
    Web Platform Extensions
  • Apache
    Web Servers

Media & News

Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's Email Address Formats

Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor uses at least 1 format(s):
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor Email FormatsExamplePercentage
FLast@harmonfinancial.comJDoe@harmonfinancial.com
57%
First.Last@harmonfinancial.comJohn.Doe@harmonfinancial.com
43%

Frequently Asked Questions

Where is Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's headquarters located?

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Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's main headquarters is located at 400 Perimeter Center Terrace Northeast Suite 850 Atlanta, Georgia 30346 United States. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's phone number?

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You can contact Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's official website and social media links?

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Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's official website is harmonfinancial.com and has social profiles on LinkedIn.

What is Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's NAICS code?

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Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's NAICS code is 52 - Finance and Insurance.

How many employees does Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor have currently?

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As of June 2026, Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor has approximately 10 employees across 4 continents, including North AmericaEuropeAsia. Key team members include President & Managing Partner: S. L. O.President: P. H.Founder | Chief Executive Officer: N. B.. Explore Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's employee directory with LeadIQ.

What industry does Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor belong to?

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Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor operates in the Financial Services industry.

What technology does Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor use?

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Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's tech stack includes Microsoft Advertisinghtml5mediaWebpackFont AwesomeAOSPriority HintsContact Form 7Apache.

What is Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's email format?

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Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's email format typically follows the pattern of FLast@harmonfinancial.com. Find more Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor email formats with LeadIQ.

When was Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor founded?

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Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor was founded in 1996.
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor logo

Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor

Financial ServicesGeorgia, United States2-10 Employees

Harmon Financial Advisors, Inc., An Independent Registered Investment Adviser, operates in the financial services sector as an independent wealth management team focused on comprehensive wealth management, investment management, and retirement income planning. Based in Atlanta, Georgia, the firm emphasizes an approach drawn from engineering, economics, and finance, leveraging decades of financial planning experience to offer personalized guidance to clients while maintaining independence from broker-dealers. The advisory practice provides access to recognized expertise with a family-business ethos, aiming to deliver customized financial strategies that reflect continuous improvement and adherence to industry best practices. The organization positions itself as an independent alternative within the broader advisory ecosystem, with its relationships tied to Raymond James entities for securities and investment advisory services.

Section iconCompany Overview

Headquarters
400 Perimeter Center Terrace Northeast Suite 850 Atlanta, Georgia 30346 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's revenue is estimated to be in the range of $10M$25M

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