Harmon Financial Advisors

Open

Photos

400 Perimeter Center Ter NE Ste 850
Atlanta, GA 30346
Harmon Financial Advisors has been in the business of financial planning services for 40+ years serving the Greater Atlanta, GA area and clients nationwide. We understand the role investments play in the comprehensive financial services picture alongside tax planning, estate planning, and insurance. In our 40+ years, we never lost sight of the fact that our greatest successes are measured in decades and generations, not calendar years and market cycles.
Own this business?
See a problem?

You might also like

Financial consultant, Stock exchanges, Real estate managers

Align Wealth Advisors

Atlanta GA - White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces the launch of Navix, a 14-step process for business value creation and exit planning.Navix provides a framework for White Horse Advisors' exit planning clients to chart a course for their business and personal goals. The 14-step process takes business owners from the initial determination of exit strategy, through risk management, tax and succession planning, and eventually to life after exit."Exit planning is the conscious effort to grow your business in a manner that can efficiently convert ownership into personal financial freedom and confidence, " said Patrick Ungashick, president of White Horse Advisors. "In our experience, most business owners have more than half of their personal net worth tied up in the business and its supporting assets. Navix identifies and implements strategies designed to maximize business value and tax-efficiently extract that value for personal financial freedom."About White Horse AdvisorsWhite Horse Advisors, LLC is a specialized, independently-owned company that provides fee-based financial and advisory services to the owners of closely-held businesses and retirement plan sponsors. Our professionals strive to deliver sound solutions, financial advice and strategies in coordination with clients' tax, legal and other advisors. As of June 30, 2010, White Horse works with more than 100 clients located in more than 15 different states, and advises on more than $700 million of client assets.
United StatesGeorgiaAtlantaHarmon Financial Advisors

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.