Over the last 45 years, our team has developed a framework to help our clients and friends accomplish their financial goals.
Why we believe you should trust our process...
Our father and son-led team at Harm & Harm works to fulfill the financial needs of our clients rather than simply execute transactions or sell products. As independent advisors, we are not bound to any family of funds, investment products, or services. Being associated with the Wells Fargo Advisors Financial Network provides us with industry-leading infrastructure to execute trades, conduct research, and deliver products and services - all while being a wholly independent small business, free to act however we see fit to best serve our clients.
With Harm & Harm Financial Consulting Group, you will have access to a CERTIFIED FINANCIAL PLANNER™ professional. A CFP® certification is only awarded to someone who has completed the CFP® certification process including education, examination, experience and ethical requirements. CFP® professionals are held to the highest standard of ethical responsibilities.We offer our clients a comprehensive wealth management analysis of their financial situation to help them achieve their unique financial goals and objectives. Our fiduciary standard mandates that we act in the best interest of our clients when making any and all decisions.
Not all advisors hold CFP certifications, click here to learn more about CFP professionals