Co-Founder

Harmon co-founded Apriem Advisors in 1998 and has since redefined the finance industry’s standards by treating every client as family, or “Ohana.” It is imperative to Harmon that Apriem prioritizes personalized service, ensuring that each client feels valued and receives the full attention of the team.

Harmon’s leadership philosophy emphasizes that wealth management transcends mere numbers; it is fundamentally about creating and nurturing relationships. This approach has established Apriem Advisors as a trusted ally for multi-generational families seeking holistic financial solutions. With extensive experience in wealth management, Harmon has emerged as a thought leader, guiding families through financial complexities while promoting a life of purpose beyond monetary achievements. His methodology harmonizes financial and personal growth, enabling clients to cultivate wealth alongside meaningful lives. Recognized for his commitment to client welfare, Harmon is also the Amazon Best Selling author of “Values over Valuable: Daring to Live the Life Money Can’t Buy.”

In addition to his professional endeavors, he actively volunteers with various organizations, serves on many boards and committees, and is continually contributing to community enrichment and cultural understanding.

When he is not working or volunteering, Harmon cherishes spending time with his family and friends. Whether exploring the great outdoors, enjoying a meal together, or embarking on new adventures, he values the moments that bring people closer together. His personal life reflects his professional values: the importance of relationships, the joy of shared experiences, and the significance of giving back.

For more on Harmon’s book, please visit here.

Disclosure: This book is not an offer of Apriem’s investment services, nor is it intended to provide investment advice to any individual. While the author is the majority owner of Apriem and an advisory affiliate, this book is a separate endeavor, and its content and proceeds are independent of Apriem and its advisory services.

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