About Harmony Private Client Advisers
Since 2001 Scott Sanford CFP®, CLU®, ChFC® and his team, Roger Pierce and Sherri Gilligan, have been providing comprehensive financial planning, investment advisory services, wealth management and insurance to businesses and individuals that want to make wise financial decisions. With Charles Schwab, Farther Finance Advisors, and a team approach, Harmony strives to offer the highest levels of fiduciary services and planning possible.
Min project size
50,000+
Hourly rate
50 / hr
Employees
4
Locations
United States
Year founded
Founded 2001
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