Insights

Independent Wealth Potential cross-sell opportunities with Raymond James affiliates and access to independent advisory resources for enhanced investment strategies and retirement income planning.

Boutique Scale Small team size (2-10 employees) suggests a focus on personalized service; sales outreach can emphasize bespoke planning, high-touch client experience, and scalable technology-enabled advisory solutions.

Digital Presence Active digital stack including Google Ads, Microsoft Advertising, WordPress and other platforms indicates readiness for performance marketing partnerships, content-driven campaigns, and lead-generation optimization.

Revenue Scale Mid-market revenue profile (10M-25M) presents opportunity for expanded service offerings such as advanced financial planning, tax optimization, and retirement income strategies to deepen wallet share.

Experience Edge 38 years of financial planning experience positions the firm as a credible partner for coachable advisors, succession planning discussions, and strategic partnerships around best-practices and compliance.

Similar companies to Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor

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 Google Ads, Microsoft Advertising, gstatic.com, and more. Explore Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's tech stack below.

  • Advertising
  • gstatic.com
    Content Delivery Network
  • Content Management System
  • Network Solutions
    Domain Name Services
  • AOS
    Javascript Libraries
  • Priority Hints
    Performance
  • Apache
    Web Servers

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 2 email formats:
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

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.

How much revenue does Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor generate?

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As of November 2026, Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's annual revenue is estimated to be $10M - $25M.

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 November 2026, Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor has approximately 10 employees across 4 continents, including North America, Europe and Asia. Key team members include Founding Partner And Certified Financial Fiduciary: K. L., Lead Advisor/Sr. Relationship Manager: G. B. and Registered Principal: O. S. 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 Google Ads, Microsoft Advertising, gstatic.com, WordPress, Network Solutions, AOS, Priority Hints and Apache.

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

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
2-10

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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