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
39

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  • United States Of America
    37
  • 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
    S. L. O.
    President & Managing Partner
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    P. H.
    President
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    N. B.
    Founder | Chief Executive Officer
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  • Stylized image of a person
    K. L.
    Founding Partner And Certified Financial Fiduciary
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    G. B.
    Lead Advisor/Sr. Relationship Manager
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  • Stylized image of a person
    N. L.
    Lead Advisor
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  • Stylized image of a person
    K. L.
    Operations Manager
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    O. S.
    Registered Principal
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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 Info
Location
Last Update
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    D. O.
    Phone icon
    Argentina
    Aug 08, 2025
  • Stylized image of a person
    A. S.
    Financial Advisor
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    IndiaTamil Nadu
    Nov 12, 2025
  • Stylized image of a person
    K. M.
    Relationship Support Associate
    Phone icon
    United States
    Jun 08, 2026
  • Stylized image of a person
    A. H.
    Back Office Liaison
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    G. B.
    Learning & Development Advisor
    Phone icon
    United StatesNew York
    Jul 28, 2024
  • Stylized image of a person
    J. L.
    Financial Services Professional
    Phone icon
    United StatesFlorida
    Oct 22, 2024
  • Stylized image of a person
    J. H.
    Back Office Liaison
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    United StatesGeorgia
    Oct 18, 2024
  • Stylized image of a person
    L. T.
    Private Equity Advisor
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    SwitzerlandZurich
    Mar 04, 2024
  • Stylized image of a person
    M. K.
    Kirtland Financial Management
    Phone icon
    United StatesFlorida
    Oct 16, 2024
  • Stylized image of a person
    M. A.
    Notary Public
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    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. The company's main headquarters is located in 400 Perimeter Center Terrace Northeast Suite 850 Atlanta, Georgia 30346 United States; 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 June 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 June 2026, Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor's key employees include:

  • President & Managing Partner: S. L. O.
  • President: P. H.
  • Founder | Chief Executive Officer: N. B.
  • Founding Partner And Certified Financial Fiduciary: K. L.
  • Lead Advisor/Sr. Relationship Manager: G. B.

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