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1816 West Point Pike, Suite 122, Lansdale, PA 19446

(215) 699-6511
info@harmonywealthpa.com
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Our Team

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 

Jeanne Helmar

Jeanne M. Helmar, CFP®

Owner & Financial Advisor

(215) 699-6511

(215) 699-6355

jeanne@harmonywealthpa.com

Jeanne graduated from Kutztown University in 2001 and has been serving the suburban Philadelphia area since 2005. She was trained by CPAs and acquired her securities and insurance licenses in 2006, working closely with clients and...

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Joseph Ochotny, Jr.

Joseph J. Ochotny, Jr., CPA, PFS

Partner & Financial Advisor

(215) 699-6511

(215) 699-6355

info@harmonywealthpa.com

Joe has been serving the suburban Philadelphia area for over 30 years as a Certified Public Accountant (CPA.) He earned his Bachelor's of Science in Business Administration and Accounting from Bloomsburg University. He opened my own...
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Susan Walla

Susan Walla, EA, CFP®

Partner & Financial Advisor

215-699-6511

215-699-6355

sue@harmonywealthpa.com

Sue achieved an MBA from the Wharton School of Business and a Master of Tax degree from Villanova. she is a CERTIFIED FINANCIAL PLANNER® professional, securities-licensed, and qualified to sell life and health insurance. She has more...

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