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Become a Client

We welcome the opportunity to speak with you about your financial goals and how we can help you pursue them. Please follow the steps below and contact us to schedule a no-obligation consultation to discover the value of our experience, unbiased advice and personal service.

Step 1: Get to Know Us 

Download our Brochure 


Step 2: Allow Us to Get to Know You

Schedule a No-obligation Consultation

Complete the form below to schedule an initial meeting with one of our advisors. Our initial meeting with you will help us determine if we are a good fit for each other. During this meeting, we will:

  • Discuss your financial goals and concerns
  • Provide background information on our firm and advisors
  • Fully disclose our fee and compensation arrangements

You can rely on the entire Harmony staff to treat the information you share with the utmost respect for your privacy and need for confidentiality.