The Harmonize™ Retirement Planning Program partners with Vanguard®, one of the world’s largest investment management companies. So we can offer you and your employees:
The earlier your employees start saving, the more time their money has to grow to help them reach their financial goals. And as they reach their financial goals, they feel more focused and secure. Meanwhile, we take care of the retirement plan details so you can focus on the job of managing your business.
Getting started is easy. Just give us a few details and we’ll send you our free 401(k) Fiduciary Checklist to help you understand your responsibilities as an employer, so you can meet your fiduciary obligations.
Pat Harmon is a Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner TM practitioner with over 30 years of experience in the financial services industry. In his capacity as an investment advisor representative, he has worked for 2 of the worlds’ largest financial institutions. He currently serves as an investment advisor representative with Harmon Financial Advisors, Inc., which he formed in 2014 as a Registered Investment Advisor. During his years of service Pat has helped individuals and small businesses and their owners design specific solutions to tax planning, financial planning, and retirement planning. With its current partnerships with Vanguard and SEI Private Trust Company, Harmon Financial has the capacity to serve any retirement plan needs of the small business community and its employees.
Pat attended Loyola University in New Orleans, LA, and received his BSBA with an accounting major from Mississippi College. In addition to his work in the financial planning profession, Pat has served positions as CFO and CEO in the private sector. He is currently a member of the American Institute of Certified Public Accountants, Mississippi Society of Certified Public Accountants, and the Financial Planning Association.
Clint is a Certified Public Accountant affiliated as an investment advisory representative with Harmon Financial Advisors, Inc., a Registered Investment Advisory firm located in Flowood, MS. Prior to joining Harmon Financial Advisors in 2014, Clint held a Series 7 and Series 66 license and worked as an independent advisory representative with HD Vest for 7 years. His 14 years of experience providing financial advice to a variety of clients qualify him to help you and your employees make good financial decisions
Clint received his B.S. and M.B.A from the University of Southern Mississippi. He later completed additional accounting classes from Mississippi College to meet the requirements of the CPA exam.
He is a member of the American Institute of Certified Public Accountants and the Mississippi Society of Certified Public Accountants.
Harmon Financial Advisors, Inc. is an organization that combines the resources of a global financial institution with the care and commitment of a small firm. We are fee only financial advisors fully capable of offering comprehensive financial planning for all of the important financial elements of your life. We are a Registered Investment Advisor well qualified to provide you with asset management services designed to help minimize exposure to the various aspects of risk to your assets through our association with Vanguard and SEI Private Trust Company.