Our Network is Your Network

Our guiding principles make us the natural choice when seeking financial guidance that goes beyond your investments, whether this involves insurance, estate planning or even investment banking needs. Our clients know that our guidance and introductions are driven by the singular goal of assuring their long term financial health not just generating a fee. HarmonyAM allies itself with experts throughout the country who are qualified by reputation, experience, and the ability to produce results. We do not cross-sell into other financial institutions so as to gain remuneration.

Our extensive network of alliances fortify our business paradigm: affiliation with best-of-breed ideas and solutions. This concept flows across multiple business lines. For example, premier research institutions feeding into HarmonyAM include Standard & Poor’s, Barclays Global Investors and Citigroup. Major custodial relationships for clients include Schwab Institutional and Fidelity Institutional, yet clients may direct custody to their custodian of choice. We also have an extensive network of business professionals in the estate planning, tax planning, insurance, investment banking and asset protection areas. These groups can help our customers with a range of personal and business issues as necessary.