1816 West Point Pike,
Harmony Wealth Management
Helping you find your path to prosperity.
Helping to build a bright future!
Helping you look to the future.
We are excited about our profession because we meet and develop relationships with great people and, more importantly, we positively affect our clients' lives. We want each of our clients to know that they can rely on us to do our very best to help them fulfill their responsibilities and pursue their dreams. We utilize not only our own experience, but also involve expert resources to help us provide you with the highest level of service.
We create strategies that are tailored to your goals.
Our business operates with ethics and integrity, always.
We’re prepared to guide you through life’s transitions.
There is always something to learn on our journey.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Our goal is to make each individual feel completely satisfied that their investments, finances, and personal business matters are in order. We add a personal touch to the management of every account.
"Enjoy today while building for a brighter tomorrow!"
We look forward to working with you,
Jeanne Helmar & Joe Ochotny, Jr.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Jeanne M. Helmar, CFP(R)
Partner & Financial Advisor
Joseph J. Ochotny, Jr., CPA, PFS