Broker Check

Ochotny Wealth Management is now Harmony Wealth Management!

Welcome to Harmony Wealth Management

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.

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Our Process

Our Process

We create strategies that are tailored to your goals.

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Our History

Our History

Our business operates with ethics and integrity, always.

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Shared Values

Shared Values

We’re prepared to guide you through life’s transitions.

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Resources

Resources

There is always something to learn on our journey.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

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.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Jeanne Helmar

Jeanne M. Helmar, CFP(R)

Partner & Financial Advisor

(215) 699-6511

(215) 699-6355

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