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 Facebook Pixel, RSS, Font Awesome, and more. Explore Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's tech stack below.

  • Facebook Pixel
    Analytics
  • RSS
    Content Management System
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • All in One SEO
    Search Engines
  • Nginx
    Web Servers
  • prettyPhoto
    Web Tools And Plugins

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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of March 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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's tech stack includes Facebook PixelRSSFont AwesomejQueryjQuery MigrateAll in One SEONginxprettyPhoto.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor was founded in 1996.

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

Financial ServicesGeorgia, United States2-10 Employees

Harmon Financial Advisors is an independent wealth management team specializing in comprehensive wealth management, investment management and retirement income planning. 

Our innovative approach is rooted in three disciplines - engineering, economics and finance - all built upon the wisdom of 38 years in financial planning. Clients of Harmon Financial Advisors enjoy access to our nationally-recognized expertise with the integrity and personal care of a family business. 

By combining our extensive experience and wisdom in financial planning with a commitment to innovation, continuous improvement and industry best practices, we deliver a truly customized experience unavailable anywhere else.

Harmon Financial Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Harmon Financial Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.