Where a Vision and a plan Fit naturally with your life

Famed landscape architect Frederick Law Olmsted created Louisville’s legendary park system more than a century ago. His master plan and masterful work have resulted in an everlasting experience that has been enjoyed and embraced by our community for generations.

The enduring beauty of such visionary planning is a lesson not lost on Harmony Wealth Partners of Raymond James. We apply thoughtfully prepared master plans to the envisioned goals of our clients, bringing a natural fit and sense of order to their financial lives.

Get to know Our Team

Travis Rice
Travis Rice, CIMA®
Partner, Harmony Wealth Partners Financial Advisor, RJFS
Richard Jones
Richard Jones, CFA®
Partner, Harmony Wealth Partners Financial Advisor, RJFS
Patrick McMahon
Patrick McMahon, CFP®
Partner, Harmony Wealth Partners Financial Advisor, RJFS
Daniel Jacus
Dan Jacus, CFP®, AAMS™
Partner, Harmony Wealth Partners Financial Advisor, RJFS
Beth Haines
Beth Haines,
Practice Business Manager

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham
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The future at your fingertips

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Harmony Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.