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. Founding member, Jeanne Helmar, began working in the financial services industry in 2006. 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’ personal touch and family-friendly service is the quintessential concierge experience for clients. This friendly, family feeling continues under our new management.