Harmon Financial Advisors, INC.

Harmon Financial Advisors, Inc. provides ongoing consultative investment advisory services alongside traditional tax planning and preparation services. The firm tailors its advice to each client's individual needs through a formal financial planning process that includes detailed interviews, questionnaires, and risk profiling. While Harmon Financial Advisors, Inc. makes investment recommendations, clients maintain ultimate responsibility for making trading decisions. The firm may also recommend third-party investment managers or wrap fee programs when appropriate, maintaining a co-advisor relationship to monitor accounts and serve as the primary contact. Additionally, Harmon Financial Advisors, Inc. offers retirement plan consulting services to plan sponsors and trustees, assisting with plan design, investment selection, and participant education.