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April 2025 - Jeanne Helmar Appears in Bloomberg

"We are pleased to announce Five Star award winner Jeanne M. Helmar, CFP®’s appearance in Bloomberg BusinessWeek in a special section for April 2025. Jeanne was named a Five Star award winner in 2024. By earning this honor, Jeanne has shown an outstanding commitment to clients. Please look for Jeanne in the Bloomberg BusinessWeek, and offer your congratulations on this recognition.

The award is based on objective research criteria. Five Star Professional’s research team evaluates candidates from across major markets annually on ten criteria associated with outstanding service. Each of our award winners has shown a commitment to clients, strong industry credentials and has been evaluated on the quality of his or her practice. Jeanne M. Helmar, CFP® has met these criteria and has been honored with the 2024 award.

Sincerely,
Jonathan Wesser | VP, Operations
Five Star Professional"

Securities offered through Avantax Investment Services , Member FINRA, SIPC, Investment Advisory Services offered through Avantax Advisory Services , Insurance services offered through an Avantax affiliated insurance agency. Harmony Wealth Management is not affiliated with Avantax.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S. This award was issued on 11/1/25 by Five Star Professional (FSP) for the time period 2/27/24 through 8/30/25. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Philadelphia-area wealth managers were considered for the award; (% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,532, 303, 7%, 11/1/24, 3/13/24 - 8/30/24; 2023: 3,885, 328, 8%, 11/1/23, 2/13/23 - 8/31/23; 2022: 3604, 305, 8%, 11/1/22, 2/21/22 - 8/19/22; 2021: 3576, 310, 9%, 11/1/21, 1/18/21 - 9/3/21; 2020: 4148, 366, 9%, 11/1/20, 2/10/20 - 9/11/20; 2019: 3910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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 FSP, 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 FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP'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. FSP does not evaluate quality of services provided to clients. The 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 clients' 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 FSP 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 FSP in the future. Visit www.fivestarprofessional.com.

December 1, 2024- Jeanne M Helmar is awarded the Five Star Wealth Manager award!

Jeanne received the Five Star Wealth Manager award for 2024, which is featured in the December issue of Philadelphia Magazine.  By earning this honor, Jeanne 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.   

This award was issued on 11/1/24 by Five Star Professional (FSP) for the time period 2/13/24 through 8/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4532 Philadelphia-area wealth managers were considered for the award; 303 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,885, 328, 8%, 11/1/23, 2/13/23 - 8/31/23; 2022: 3604, 305, 8%, 11/1/22, 2/21/22 - 8/19/22; 2021: 3576, 310, 9%, 11/1/21, 1/18/21 - 9/3/21; 2020: 4148, 366, 9%, 11/1/20, 2/10/20 - 9/11/20; 2019: 3910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

November 10-12, 2024 - Jeanne and Joe attend the 2024 Avantax National Conference

Jeanne and Joe joined more than 1300 attendees to hear from Avantax and Cetera leaders, attend dozens of presentations and breakout sessions, and enjoy countless peer-to-peer conversations.  The largest-ever National Conference for Avantax was held in San Diego, CA. Attendees included financial professionals, assistants, home office staff, vendors, and partners. 

Kicking off the conference – themed "Charting the Course" – Avantax Wealth Management President Andy Watts, CFP®, reminded attendees that the core of the Avantax Community’s power is how its Financial Professionals collaborate with their peers instead of competing.

“That’s one of the things I love most about Avantax. My colleagues will lend a hand or collaborate on a challenging situation. We share ideas that lift us all up. It’s a community, not a competition.” Jeanne said of her affiliation with her broker/dealer.

August 22, 2024 - Celebrating Elmwood Park Zoo's Centennial Prowl with Harmony Wealth Management

In honor of Elmwood Park Zoo’s 100th anniversary, nearly a dozen stunning jaguar sculptures have been placed throughout Montgomery County, PA. Each sculpture is uniquely designed by local artists and sponsored by businesses and organizations, showcasing the zoo’s commitment to wildlife conservation. 

Harmony Wealth Management is proud to sponsor one of these magnificent jaguar sculptures! The sculpture was installed at the North Wales Borough Municipal Building. As part of this exciting Centennial Prowl initiative, owner Jeanne Helmar had the opportunity to design the sculpture’s look, which was brought to life by a talented local artist, Katy Keyes. Jeanne, who has a personal connection to the zoo through an experience there with her daughter, authored the delightful children’s book “How to Ship a Giraffe.” Her idea, shared with Elmwood Park Zoo’s team during an event, was warmly received and the book is available in the zoo’s gift shop. She now continues her support through her company, Harmony Wealth Management. Jeanne’s long-time support, and involvement in sponsoring the sculpture, further highlights her dedication to the zoo’s mission. 

Jeanne was joined by her partners, Joe & Eleanor Ochotny and Sue Walla, as well as the Manager of North Wales Borough - Christine Hart, Director of Business Development for Elmwood Park Zoo - Jen Conti, Mayor of North Wales - Neil McDevitt, et al.

July 1, 2024 – Harmony Wealth Management welcomes Financial Advisor Susan Walla, EA, CFP(R).

Sue and Jeanne have known each other for close to twenty years as they are both advisors with  Avantax. “We have been attending the same meetings and conferences since the beginning of my career.” said Jeanne Helmar, owner of Harmony Wealth Management. “I am thrilled that this partnership will bring even more resources to Sue’s clients as they become a part of the Harmony family.” Sue and Jeanne have a similar style and manner with their clients, which will help continuity as they continue providing services in a way that their clients are accustomed.  They are both excited to work together as partners.

May 29, 2024 - Harmony on the Prowl

Harmony Wealth Management is proud to sponsor a Centennial Prowl jaguar, with the North Wales Borough, in celebration of Elmwood Park Zoo’s 100th anniversary. This custom jaguar was designed by artist Katy Keyes, with whom Jeanne worked closely on the project. After months of work, the jaguar was finally revealed during a sunny morning ceremony at the zoo. After remarks from CEO Al Zone and Development Director Jen Conti, the Board of Directors had the honor of uncovering the herd of jaguar statues.  Jeanne Helmar, North Wales Borough Manager Christine Hart, and Assistant Borough Manager Alex Turock were in attendance as was the artist herself, Katy Keyes. “This was the first time we saw the jaguar in person, and I’m just blown away by the result. The level of detail and care by Katy leaves me speechless.” said Jeanne. The jaguar will be installed at the North Wales Borough Municipal Building for all to admire and enjoy!

December 1, 2023 - Jeanne M Helmar is awarded the Five Star Wealth Manager award!

Jeanne received the Five Star Wealth Manager award for 2023, which is featured in the December issue of Philadelphia Magazine.  By earning this honor, Jeanne 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.

November 6th - 9th, 2023 - Jeanne and Joe attend the 2023 Avantax National Conference

Jeanne and Joe traveled to Chicago for this year's Avantax National Conference and joined more than 1,100 Financial Professionals, Wealth Management Assistants, Home Office Staff, and Educational Partners to discuss our "Profound Approach, Enduring Impact." Attendees heard about company performance during 2023, re-energized relationships, and learned how Avantax plans to support the continued growth of its Financial Professionals.

"We have one of the strongest and most unique communities I've seen in my career, and it's always a pleasure to bring the Avantax family together," said Avantax Wealth Management President Todd Mackay. In addition to presentations by Avantax leaders, dozens of educational breakout sessions, and expo hall exhibits from more than 70 Educational Partners, prominent thought leaders drove several general sessions. Best-selling author, journalist, acclaimed historian and professor of history at Tulane University, Walter Isaacson was featured as one of this year’s keynote speakers. Additionally, subject matter experts conducted breakout sessions throughout the three-day conference covering dynamic topics such as year-end planning, risk management solutions, retirement and legacy planning, women in finance, social security, tax alpha and leadership principles.