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

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

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.

Find Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor employees' phone numbers or email addresses

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

Location
Employees

North America
43

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  • United States Of America
    41
  • Canada
    1
  • Panama
    1

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Sweden
    1
  • Switzerland
    1

Asia
3

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  • India
    2
  • United Arab Emirates
    1

South America
1

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  • Argentina
    1

Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's Leadership

  • Stylized image of a person
    K. L.
    Founding Partner And Certified Financial Fiduciary
  • Stylized image of a person
    G. B.
    Lead Advisor/Sr. Relationship Manager
  • Stylized image of a person
    O. S.
    Registered Principal
  • Stylized image of a person
    S. B.
    Business Consultant
  • Stylized image of a person
    D. O.
  • Stylized image of a person
    A. S.
    Financial Advisor
  • Stylized image of a person
    A. H.
    Back Office Liaison
  • Stylized image of a person
    L. T.
    Private Equity Advisor

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

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. L.
    Founding Partner And Certified Financial Fiduciary
    Oct 16, 2024
  • Stylized image of a person
    G. B.
    Lead Advisor/Sr. Relationship Manager
    Jun 08, 2026
  • Stylized image of a person
    O. S.
    Registered Principal
    Oct 16, 2024
  • Stylized image of a person
    S. B.
    Business Consultant
    Panama
    Nov 20, 2025
  • Stylized image of a person
    D. O.
    Argentina
    Aug 08, 2025
  • Stylized image of a person
    A. S.
    Financial Advisor
    IndiaTamil Nadu
    Nov 12, 2025
  • Stylized image of a person
    A. H.
    Back Office Liaison
    Oct 24, 2024
  • Stylized image of a person
    L. T.
    Private Equity Advisor
    SwitzerlandZurich
    Mar 04, 2024
  • Stylized image of a person
    M. A.
    Notary Public
    Oct 16, 2024

Frequently Asked Questions

What is Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor known for?

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Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's company overview page for more information.

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

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Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor email formats with LeadIQ.

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

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Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor has approximately 10 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's key employees and leadership?

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As of July 2026, Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's key employees include:

  • Founding Partner And Certified Financial Fiduciary: K. L.
  • Lead Advisor/Sr. Relationship Manager: G. B.
  • Registered Principal: O. S.
  • Business Consultant: S. B.
  • : D. O.

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