At Harman Wealth Management, we provide private, advanced, independent planning and investment management to individuals, families, and institutional clients.
Comprehensive Financial Planning
Big picture thinking guides clients to long term results.
Thoughtfully designed for both the ups and downs of full cycle markets.
Fiduciary consulting for company sponsored retirement plans. Investment guidance for nonprofits and foundations.
As a fiduciary, we work strictly for our client's best interest.
What that means:
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
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.
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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.