Jeanne M. Helmar, CFP^®

Jeanne graduated from Kutztown University 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 advisors to provide operations, admin, and research support.  In 2019, Jeanne became a CERTIFIED FINANCIAL PLANNER® professional after years of experience, study, and hard work.  The CFP® Board requires that all CFP® professionals commit to their Code of Ethics and Standards of Conduct to ensure high standards of competency and ethics. In 2021, Jeanne took over as owner and primary Financial Advisor of Harmony Wealth Management, then called Ochotny Wealth Management. She is excited to continue the family feel of her practice and help keep clients on track to their goals.

 Jeanne completes ongoing continuing education to ensure her skills are up-to-date and top-notch.  She prides herself on delivering excellent customer service, understanding each client’s individual situation, and providing the best solutions to take care of client needs efficiently.  She will always have your best interest at heart. 

From Jeanne: On a personal note, I have volunteered for local organizations, such as the Montgomery County SPCA.  I live in the suburban Philadelphia area with my husband, David, my daughter, and two cats. In my spare time, I enjoy music, art, making things, and spending time with my family.

Affiliations:

• Member, Chamber of Commerce for Greater Montgomery County
• Member, Chamber of Commerce for Greater Philadelphia
• Member, Perkiomen Township Parks & Recreation Committee

Awards:

• 2023, 2024 & 2025 Five Star Wealth Manager award¹

^1: The Five Star award is bestowed by an independent third party organization not affiliated with Cetera Wealth Services, LLC.

This award was issued by Five Star Professional (FSP) for the time period (insert years won). 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. 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 an 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.