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Harm & Harm Financial Consulting Group

EST. AUM
$250,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Burlington, VT
CRD Number
Website harmandharm.com
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Overview

Harm & Harm Financial Consulting Group is a Vermont-based wealth management firm providing comprehensive advisory services for over five decades. The firm specializes in a personalized four-step wealth management process built upon the cornerstones of investing, asset/liability management, risk management, and legacy planning. Serving individuals, families, and institutions, the group focuses on building and preserving wealth through customized liquidity and savings strategies. The firm operates as a registered investment advisor (RIA) through its affiliation with Prospera Financial Services.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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