Danielle Harmon, CFP®
Manage your money with confidence
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Boundless Financial Services
Danielle Harmon, CFP®
Serving Clients Nationwide
Manage your money with confidence
Areas of Focus
- Biblical Finance
- Financial Life Planning
- Inherited Wealth
- Investment Management
- Owning a Business
- Retirement Planning
About Me
Danielle Harmon, CFP® is the founder of Boundless Financial Services, LLC, a fee-only firm that provides financial planning services to clients regardless of asset size.Danielle’s career in finance began immediately after college when she started working with a large, regional broker-dealer. From there, she worked as a trader and back-office operations associate with a newly-formed, local broker-dealer. This is where she first discovered her love for financial planning. Danielle continued her experience by working for several independent RIA firms as a Paraplanner and Associate Advisor.
Danielle has a B.S. degree in Finance from Oral Roberts University. She has been a Certified Financial Planner™ Professional since 2017 and formerly held the Series 7, Series 66 and the SC Insurance License.
Danielle is a native of upstate South Carolina. When she’s not crunching numbers and working through financial plans, Danielle spends her time with her husband Joel and their three active boys.
Danielle is a member of Garrett Planning Network, Fee-Only Network and Kingdom Advisors.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
- Garrett Planning Network
- Kingdom Advisors
- Garrett Planning Network
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Hourly Rate
- One-time Financial Plan
Offers Investment Management
Yes
About our Firm
Boundless Financial Services is a fee-only firm that provides financial planning services to clients regardless of asset size. We offer hourly planning as well as ongoing planning and investment management services.Education
BS from Oral Roberts University
Volunteer Experience
*Committee Chair for the Catawba Indian Nation's Minor Trust Investment Committee *Teach budgeting and finance classes at local church
Hobbies and Interests
- Beach
- Church
- Entertaining
- Family
- Music
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Couples
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen X
- Living in Retirement
- Military
- Single Women
- Veterans
- Women Professionals
- Women’s Finance
- Young Families
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