Harmony Group Wealth Advisors

Chapel Hill, North Carolina

Call (919) 342-4349 Visit website →

About

Harmony Group Wealth Advisors is a Chapel Hill–based independent investment advisor serving boomers, entrepreneurs, high-income earners, pre-retirees, retirees, and diverse families including LGBTQ+ couples and blended families. The firm operates as an Investment Advisor Representative under the fiduciary standard and offers financial planning (starting at $4,000 with stress-tested analyses and 12 months of post-delivery support), investment management on an assets-under-management fee basis with complimentary initial review, and hourly consulting at $250/hour; the firm also assists business owners with 401(k) plan administration and buy-sell agreements. Compensation is structured transparently through planning fees, percentage-based investment management fees, or commissions depending on the service, with no corporate sales pressures.

Firm details

Languages
English
Hours
Daily: Closed
SEC registered
No

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