Danielle Harmon
CFP®
Boundless Financial Services, LLC
Principal Owner & Financial Planner
Danielle Harmon
CFP®
Boundless Financial Services, LLC
Principal Owner & Financial Planner
Building wealth is a journey. You deserve to partner with someone you can trust on that journey. - Danielle Harmon, CFP®
Fee-Only financial planner located in Simpsonville, SC, serving clients locally and across the country
Danielle Harmon is a Simpsonville, SC fee-only financial planner. Boundless Financial Services, LLC provides hourly and comprehensive financial planning services to help faith-based families and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Danielle Harmon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Danielle Harmon, CFP®, is the founder of Boundless Financial Services, LLC, a firm that provides hourly-based financial coaching and planning services to busy families and small business owners, regardless of asset size.
Danielle is passionate about making professional financial advice more accessible. She helps her clients establish a financial foundation by offering financial coaching courses to cover topics like budgeting, saving and debt payoff strategies. She also offers financial planning services in order to address more complex topics like retirement planning, tax planning, education savings, and investments.
Danielle Harmon began working in the financial services industry in 2006. She has experience in both the broker-dealer and independent RIA environment. She has a B.S. degree in Finance from Oral Roberts University. 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 a native of upstate South Carolina and resides there with her husband Joel and their three sons. When she's not building financial plans and talking with clients, you can find her spending time outdoors with her family.
Danielle Harmon is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Boundless Financial Services, LLC, a fee-only firm that provides financial planning and financial coaching services to busy families and business owners. Boundless Financial offers financial advice for a flat-fee with no asset minimums. We work with clients nationwide and all appointments are virtual.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Financial Coaching
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Danielle Harmon is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Danielle Harmon is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Danielle Harmon is a member of Kingdom AdvisorsKingdom Advisors provides advocacy, training, and community for Christian financial professionals who want to integrate their faith with their practice.
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Danielle Harmon is a member of the Garrett Planning Network. Click here to learn more.Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Danielle Harmon
Office Locations:
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By Appointment Only
Simpsonville, SC 29680
