Our Approach

Valuing Your Unique Story

As a trusted advisor, we get to work with amazing people – each with their own unique life story, dreams, concerns, and goals.

Serving you well means taking time and care in getting to know and understand your specific situation.

In working with a Harman Wealth Advisor, you can expect an attentive approach to clarifying your goals, outlining a strategy, and taking action.

Collaboration is key.

On many occasions, our holistic approach to serving clients reaches beyond investments and into insurance, tax planning, and estate planning. It’s common to collaborate with your other skilled professionals to complete your plan.

Working for your best interest.

Because of your unique circumstances, we never engage you with pre-prescribed answers. Our aim is to truly understand your needs, and help you reach a plan right for you. Our consultative approach will share potential solutions, while helping you evaluate trade-offs.

Our Process


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