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W. Patrick Harmon, CPA/PFS, CFP®

10 Canebrake Blvd., Suite 110-10
Flowood, MS 39232

Phone:

601-955-7554

Fax:

601-829-2124

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to Harmon Financial Advisors, Inc.

Welcome to Harmon Financial Advisors, Inc., an organization that combines the resources of a global financial institution with the care and commitment of a small firm. We are fee only financial advisors fully capable of offering comprehensive financial planning for all of the important financial elements of your life. We are a Registered Investment Advisor well qualified to provide you with asset management services designed to help minimize exposure to the various aspects of risk to your assets through our association with SEI Private Trust Company (www.seic.com).

Family hiking on a coastal trail by the sea.

Our planning services include professional evaluation and advice, specific recommendations, support, a structure for making decisions, and accountability--all so that we can enable people to make effective financial decisions, and to find ways to become more effective in their personal and business lives.  Often people work with us to put issues into perspective, and to make important decisions that require professional analysis.  

In the broadest possible sense, our goal and duty is to be your advocate in every area of your financial life in which we are allowed to be a part.  We are willing and ready to stand between our clients and the difficulties of life, to help you make decisions that will resolve existing problems and prevent future ones.  

We only make one commitment – to act in your best interest to help you achieve your financial goals.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Explains how future tax rules may impact deductibility of charitable donations.

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Reviews annual enrollment dates and options for Medicare participants.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck