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



  • Fee Only Network
  • Garrett Planning Network
  • Kingdom Advisors

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Hourly Rate
  • One-time Financial Plan

Offers Investment Management


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.


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

Who 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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