Danielle Harmon, CFP® Boundless Financial Services

About Danielle Harmon, CFP®

Danielle Harmon, CFP® is the founder of Boundless Financial Services, LLC, a firm that provides financial planning services to busy families and business owners, regardless of asset size.

Danielle’s career in finance began immediately after college as an Operations Associate with a large, regional broker-dealer. From there, she worked as a back-office and trading associate with a newly-formed, local broker-dealer. It was here that 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 been a Certified Financial Planner™ Professional since 2017. She formerly held the Series 7 and 66 licenses and the SC Insurance License.

Danielle is passionate about making professional financial advice more accessible. She enjoys designing creative solutions for her clients and watching them reach their goals with confidence.

Danielle is a native of upstate South Carolina and resides there with her husband Joel and their three sons. Her hobbies include writing and being outdoors with her family.

Contact this advisor

Ideal Clients

  • Business Owners
  • Christian Faith Based
  • Family Financial Planning
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $209+/mo
  • Flat Fee: $895+/engagement

SEC Records

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