Managing Partner
Individually, we can all improve. It involves planning, discipline and most of all, the motivation to capitalize on all...
Financial Advice for The Intentionally Prepared
Harmony Financial provides strategic wealth management to individuals, families, and business owners. We are committed to helping you confidently grow your estate and net worth, mitigate risk and capitalize on the potential your future holds.
Who We Serve
Families & Individuals
As an individual or family that is accumulating wealth, your goals to enhance, preserve and effectively transfer your wealth are paramount. You want to make sure your family is always cared for whether or not you’re there.
Business Owners
As a business owner and entrepreneur, you're ambitious, passionate and have a keen eye for opportunity. We can help navigate the intricacies of your business and personal financial objectives with a range of experts.
Trusted Advisors
The successful management of family or foundation assets requires the expertise of several trusted advisors working on behalf of you and your family as an integrated and focused team.
Our Team
Helping you get and stay on track for your financial goals.
Certified Financial Planner
Devon Welch believes that informed clients make smart financial decisions. He specializes in helping individuals and...
Certified Financial Planner
Families and business owners who work with Eddie Kreitz understand that careful financial planning is a key piece of the...
Blog
