WELCOME TO
HARMAN WEALTH
At Harman Wealth Management, we provide private, advanced, independent planning and investment management to individuals, families, and institutional clients.
- Trusted Partner
- Comprehensive Planning
- Experienced Insight
- Wealth Accumulation
- Retirement Income Strategies
- Tax-efficient Growth
SERVICES
Comprehensive Financial Planning
Big picture thinking guides clients to long term results.
Investment Management
Thoughtfully designed for both the ups and downs of full cycle markets.
Institutional Consulting
Fiduciary consulting for company sponsored retirement plans. Investment guidance for nonprofits and foundations.
FIDUCIARY
COMMITMENT
As a fiduciary, we work strictly for our client's best interest.
What that means:
- We first work diligently to understand your needs and objectives.
- Only after defining your goals do we match them with potential solutions.
- We treat our clients as intelligent and capable; therefore, our professional approach guides and consults clients on their decisions. We articulate various trade-offs and how to take the best course of action for their unique needs.
- As an independent firm, we do not create or sell proprietary products. Instead we evaluate products on their merits and ability to solve client needs.
“
Since 2013, I’ve advocated at the highest levels of Washington D.C. to improve how investors are served from the financial community. We build these high standards into the fabric of our practice. No matter what the solution, the clients’ best interest is always first.
Dean Harman, CFP®
Managing Director, Harman Wealth Management
”
AS FEATURED IN
INVESTMENT
APPROACH
Asset Management with A Modern Touch
Our investment philosophy honors Nobel prize-winning contributions to portfolio management:
From legacy principals of diversification and efficient markets to more recent breakthroughs from behavioral finance on the irrationality of market participants.
PURSUING THE ART AND SCIENCE OF INVESTMENT MANAGEMENT.
LOCATIONS
THE WOODLANDS
HOUSTON
AUSTIN
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EMBRACE A CHANGING WORLD
Opportunity evolves and risk never stands still. We help clients adapt to the changing nature of markets, proactively adjusting portfolios and financial plans to reach their most important goals.
