With a background that saw him work in a bank setting, and motivated by a desire to “create something different,” Chad Harmer founded Harmer Wealth Management to fill in financial planning gaps he perceived as missing.
By helping clients take “a big picture approach,” Harmer says every facet of sound financial planning is on the table when he sits down with clients, noting his approach is to “look at everything and how the puzzle pieces come together.”
Harmer says while a lot of banks offer wealth management services, they’re limited to offering products unique to them. He notes clients are looking for some level of assurance that they’re on the right path. The “planning piece,” he says, is key to providing peace of mind.
To listen to our interview with Chad Harmer, click the link below.
