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Financial Planning & Wealth Management

SMART STRATEGIES. 
SUSTAINABLE GROWTH.
FINANCIAL HARMONY.

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OUR SERVICES

YOUR JOURNEY BEGINS HERE

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TAX-EFFICIENT 
RETIREMENT & INCOME PLANNING DISTRIBUTION

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LEGACY
PLANNING

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LONG-TERM CARE & ASSET PROTECTION PLANNING

ABOUT HARMONY WEALTH ADVSIORS

At Harmony Wealth Advisors, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we strive to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Our staff consists of experienced professionals with a hands on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.

A TEAM DESIGNED WITH EXCELLENCE IN MIND

COMPREHENSIVE

Our personalized advice is not limited to investing. We also provide complete personal financial planning to help you and your family make smart overall decisions with your money.

RESPONSIVE

Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred
method of communication. Whether it's in person, by phone, or by electronic means.

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7100 North High Street, ste 304

Worthington, OH, 43085

Office: 614-564-0045

 

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​​Form CRS

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Check the background of your financial professional on FINRA's BrokerCheck.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor.

Stratos Wealth Partners and Harmony Wealth Advisors are separate entities.

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