What's Happening
January 1, 2023 - Ochotny Wealth Management is now Harmony Wealth Management
We are so pleased to announce that Ochotny Wealth Management has a new name. Introducing Harmony Wealth Management! Same great people, same great experience, shiny new name. Our updated website has been launched and we love the new look. When Joe added financial services to his CPA practice in 1998, Ochotny Wealth Management was born. Through the years, our goal has been to provide excellent service and guidance to our clients, and that will not change. We are passionate about serving our clients and helping them on their financial journey. We will always have the client's best interest at heart.
November 13 - 16, 2022 - Jeanne Helmar and Joe Ochotny, Jr. Attend the 2022 Avantax National Conference
Jeanne and Joe traveled to Atlanta, GA to participate in the Power of Community conference for their broker/dealer, Avantax. In attendance were 1,100 financial professionals, assistants, home office staff, and education partners. Attendees gathered during dozens of breakout sessions and roundtables, interacted with more that 150 representatives from many of Avantax's education partners and sponsors at their booths across the exhibit floor, and had an hour-long dynamic Q&A session with the Avantax senior leadership team. The Ochotny team was pleased to gather more education during the conference and participate in networking with colleagues and peers.
December 1, 2021- Joseph J. Ochotny, Jr. wins the Five Star Wealth Manager award!
For ten years in a row, Joe received the Five Star Wealth Manager award, which is included in the December issue of Philadelphia Magazine. By earning this honor, Joe has demonstrated a commitment to clients. Five Star Professional has recognized in the pages of Philadelphia Magazine an outstanding group of Philadelphia-area wealth managers. Five Star Wealth Managers are named using an in-depth methodology that includes ten objective criteria.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,576 Philadelphia-area wealth managers were considered for the award; 310 (9% of candidates) were named 2021 Five Star Wealth Managers. 2020: 4,148 considered, 366 winners; 2019: 3,910 considered, 437 winners; 2018: 3,721 considered, 439 winners; 2017: 3,022 considered, 437 winners; 2016: 2,671 considered, 660 winners; 2015: 4,696 considered, 805 winners; 2014: 4,438 considered, 856 winners; 2013: 3,354 considered, 934 winners; 2012: 2,847 considered, 773 winners.
June 21 - 24, 2021 - Ochotny Wealth Management Gets a New Home!
It's an exciting time for the Ochotny Team. We've moved our office to 1816 West Point Pike, Suite 122 in Lansdale. It's a great location and isn't far from where our North Wales office was. We look forward to working in this wonderful, new space.
May 2021 - Joe Announces Partnership with Jeanne Helmar
I am pleased to announce that Jeanne Helmar has officially become my business partner and stepped up to the lead advisor position at Ochotny Wealth Management. You’ve all come to know Jeanne during the seven years she’s been working with me. She always has your best interest at heart, and her expertise and in-depth knowledge of your accounts will assure that you continue to receive the kind of service you’ve come to expect from us. Jeanne has been an integral part of Ochotny Wealth Management and has dedicated her career to helping clients on their journey toward their goals. Jeanne and I will continue to work together. It is our pleasure to help you enjoy today while you build for a brighter tomorrow.