Geoffrey Finch is a registered investment advisor at Harmony Road Advisors, based in Elizabethtown, PA, with 5 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 58 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harmony Road Advisors manages your investments for a fee based on the value of your portfolio. The annual fee is up to 1.0%, depending on the complexity of your situation and the amount you invest. The fee is charged quarterly in advance.
Location
Elizabethtown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Geoffrey works as a Project Manager for The Wenger Group, an agribusiness, since 2020. He spends approximately 60 hours per month on this, including 20 hours during trading hours, managing strategic projects.
Employment History
Current Registrations
Harmony Road Advisors
State Registrations1 state
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