THE PARTNER
FOR FINANCIAL PLANNING FOR DOCTORS IN ORANGE COUNTY
We are your trusted source for Financial Planning for Medical Professionals
Take on your finances with a partner that understand the unique financial challenges that doctors face. Harmon Street caters specifically to the needs and aspirations of healthcare professionals — so you can have more time to focus on what matters most: your patients.
YOU’RE AT HARMON STREET
The market for financial and investment advice can be a noisy one. Let Harmon Street be your go-to source for sound financial advice that is relevant to your situation, and cuts through the chatter.
We are a team of dedicated financial professionals who specialize in helping doctors achieve their financial goals. With services catered to individuals in the medical field, we use our knowledge and expertise to provide you with a personalized financial strategy that aligns with your career trajectory and long-term objectives.
Our team includes CERTIFIED FINANCIAL PLANNER™ Jeff Andrews, and support staff with over 20 years of experience. We are passionate about helping doctors better achieve their financial goals through working together, helping you build a secure, stable, and prosperous future.
WHAT WE ACCOMPLISH TOGETHER
Financial Planning
We take a holistic approach to financial planning, considering all aspects of your financial life. Whether you’re just starting your medical career, planning for retirement, or looking to optimize your investments based on your wishes, we have the tools and strategies to help you succeed.
SERVICES
Harmon Street knows that offering benefits can be an intimidating next step in the growth of your practice. Let us help by guiding you through the process of offering disability, life insurance, and group insurance.
Optimization
Our hands-on professionals work to help you maximize your income and reduce your tax liability, helping you to keep more of your hard-earned money working for you.
Management
We’ll craft a personalized investment portfolio that suits your risk tolerance and long-term financial objectives, while doing so in a way that fits your lifestyle and values.
Planning
Let us do the heavy lifting in securing a retirement vision attuned to your wishes, so you can enjoy the fruits of your labor with confidence.
WHY HARMON STREET IS DIFFERENT
We specialize in serving medical professionals, and our team has a deep understanding of the financial intricacies that come with the profession.
We don’t have set products to sell you. Your financial journey is unique, and we create tailored strategies that address your specific needs and aspirations.
With us as your financial partner, you can focus on your medical practice, having the confidence that comes from a well-communicated process.
Our track record of service speaks for itself. We consistently help doctors focus on planning goals that align with their situation, helping them work toward their financial future.
JUST WHAT
THE DOCTOR ORDERED
Schedule your fit meeting today to see why Harmon Street is the choice for doctors in Orange County
Mon – Fri: 8:00 – 5:00
15707 Rockfield Blvd.,Ste. 135 Irvine, CA92618-2872
Copyright © Harmon Street Advisors
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, a Registered Investment Adviser.
No entities named above are affiliated with Cambridge Investment Research, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, CA, CO, CT, DC, FL, HI, NC, NJ, NM, TN, UT, WA, WY. Cambridge and Harmon Street Advisors are not affiliated. • www.finra.org • www.sipc.org
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.