Josh Harmon, ChFC®, CLU®, RICP®, WMCP®, CPWA® in

Josh Harmon, ChFC®, CLU®, RICP®, WMCP®, CPWA®

Doer · DISC type sd
Wealth Management Advisor at Harmon Smith Financial Group
📍 Eagle, Idaho, United States

Josh Harmon is a co-founder and Wealth Management Advisor at Harmon Smith Financial Group, affiliated with Northwestern Mutual. A graduate of Boise State University, he holds multiple designations, including CFP® and ChFC®, and specializes in guiding clients through complex financial issues, particularly employees of ESOPs.

As a Boise, Idaho native, Josh is a family man, married to Michelle with four children. He is passionate about the outdoors and enjoys activities like skiing and biking. He often shares insights on personal milestones, such as his family approaching the empty nester stage of life.

He has a dedicated professional focus on helping employees of Employee Stock Ownership Plans (ESOPs) achieve retirement security.

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Experience
25 Years
Current Role
Wealth Management Advisor
Location
Eagle, Idaho, United States
Personality Overview

How Josh shows up

Risk-Accepting
Results Focused
Long-term Focused

They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Josh cares about

ESOP Retirement
His professional headline explicitly states that he helps employees of ESOPs retire with confidence, indicating a specialized expertise.
Wealth Management
He advises a wide range of clients, from entrepreneurs to retirees, on how to best align their financial strategy with their life goals.
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Career

Work history

7-2014
Wealth Management Advisor
Harmon Smith Financial Group
4-2000
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

Joshua Harmon, Private Wealth Advisor - Boise, ID 83702. Featured in Northwestern Mutual
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Joshua Harmon - Northwestern Mutual - Forbes. Featured in Forbes
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Education
Education details unavailable
University of Idaho
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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