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

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

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

North America
45

United States Of America
43
Panama
1
Canada
1

Europe
4

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

Asia
3

India
2
United Arab Emirates
1

South America
1

Argentina
1

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

S. L. O.
President & Managing Partner
Mobile Phone
Email
P. H.
President
Mobile Phone
Email
N. B.
Founder | Chief Executive Officer
Mobile Phone
Email
K. L.
Founding Partner And Certified Financial Fiduciary
Mobile Phone
Email
N. L.
Lead Advisor
Mobile Phone
Email
K. L.
Operations Manager
Mobile Phone
Email
O. S.
Registered Principal
Mobile Phone
Email
S. P.
Financial Consultant
Mobile Phone
Email

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

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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

L. T.
Private Equity Advisor
Mobile Phone
Email
SwitzerlandZurich
Mar 04, 2024
M. K.
Kirtland Financial Management
Mobile Phone
Email
United StatesFlorida
Oct 16, 2024
M. A.
Notary Public
Mobile Phone
Email
Oct 16, 2024
P. P.
Financial Services Consultant
Mobile Phone
Email
United StatesGeorgia
Oct 18, 2024
D. W.
Corporate Development And Infrastructure Investment Advisor
Mobile Phone
Email
United States
Oct 25, 2025

Frequently Asked Questions

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

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

+1-770-394-****

. 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?

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?

Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor has approximately 10 employees as of February 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?

As of February 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: N. L.

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