A History of Service,
A Legacy of Excellence.

When Ken Graham and Marek Pfeil set out to create a new financial advisory firm, they wanted to leverage their years of experience in the industry to help people from every stage of life make sound financial decisions that would enable them to live the life they choose.

The new firm needed to be free from the control of bigger, more traditional financial institutions so they could provide objective advice and always act in their clients’ best interest. 

This demand for greater independence, objectivity, and transparency ultimately led Ken and Marek to create Harmony Point Wealth Advisors, a high-touch registered investment advisory firm.

While sitting on the same side of the table as their clients, the team at Harmony Point Wealth Advisors pride themselves on offering straight-forward financial management and investment strategies that are tailored to meet the individual needs of their clients.

Our Mission

To help our clients make sound financial decisions so they can pursue a richer, fuller life for themselves and their families.

Our Name

We chose to name our firm Harmony Point as it directly reflects our mission to help clients reach a state where financial decisions and circumstances no longer cause undue stress or anxiety, but instead foster a sense of calm, confidence, and contentment.

Our ability to guide clients to this point of financial harmony is not a mere aspiration. It is an outcome we achieve through a blend of financial literacy, prudent decision-making, effective planning, and emotional resilience – all being pillars of our comprehensive approach. 

Once achieved, Harmony Point signifies a balance between financial security, personal fulfillment, and a sense of control over one’s financial future.

Our Values


We always put the needs of our clients first.


We value both the good and bad decisions we’ve made over time and embrace them as an opportunity to grow and strengthen.


Our dedication to our clients is the cornerstone of our success.


We believe that keeping things simple adds enormous value to our clients, and ourselves.


We strongly believe in providing our clients with open and honest communication.

Ready to Get Your Financial House in Order?

Meet Our Founders

Marek Pfeil

About Marek

Ken Graham

About Ken