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
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.
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.
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.
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.
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.
THE DOCTOR ORDERED
Schedule your fit meeting today to see why Harmon Street is the choice for doctors in Orange County