Our History
Harmony Wealth Management was born out of a love of problem solving, helping people, and the ambition to make it all work in harmony for clients. Founder, Jeanne Helmar, began working in the financial services industry in 2005. Having a passion for preparing and implementing financial plans, it was a natural progression to become the primary financial advisor and business owner. In October of 2021, Jeanne acquired Ochotny Wealth Management from colleague and partner, Joe Ochotny, Jr, after working with him for seven years. (The Ochotnys happened to be some of the very first people she met at the beginning of her career.) The Ochotnys’ personal touch and family-friendly service is the quintessential experience for clients. This friendly, family feeling continues under our new management.
In January 2023, Ochotny Wealth Management rebranded to Harmony Wealth Management. Seamlessly blending financial planning, investment strategies, and personal client care into one harmonious experience. Next, in 2024, long-time friend and colleague Sue Walla joined us under the Harmony Wealth Management umbrella. Jeanne has known Sue since 2006, having been with the same broker/dealer and attended meetings and conferences together. Their styles are well matched. As a boutique firm, we pride ourselves on the concierge style of service we provide to our clients.