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About Harmony Wealth LLC
Harmony Wealth LLC is a Madison, Wisconsin-based registered investment adviser founded in 2021. The firm was established to offer comprehensive, fiduciary financial planning to professionals, business owners and physicians who seek personalized guidance. Its advisers create holistic plans that blend cash‑flow planning, investment analysis, tax strategies, retirement planning, insurance reviews, estate planning and education or student‑loan planning. Harmony Wealth places a premium on understanding each client’s values and long‑term goals to ensure that financial strategies align with life priorities.
The firm often collaborates with attorneys, accountants and other professionals to deliver integrated solutions. Clients benefit from a supportive environment that prioritizes education, proactive communication and long‑term relationships. By simplifying complex financial matters, Harmony Wealth helps clients navigate life’s transitions and build resilient, purpose‑driven wealth.
Pricing options
Regulatory filings
Areas of specialty
- Cash Flow Planning
- Investment Analysis
- Tax Planning
- Retirement Planning
- Risk Management & Insurance
- Estate Planning
- Education & Student Loan Planning
- Business Owner Planning
More about Harmony Wealth LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 314817 | 1 |
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