Harmony Wealth Group
Simple Solutions for Complex Conditions

Where Are You On Your Retirement Journey?

Where Are You On Your Retirement Journey?

I’m in the midst of my career

and looking for investment guidance.


Where Are You On Your Retirement Journey?

I’m nearing retirement

and need to plan for the next stage of my life.


Where Are You On Your Retirement Journey?

I’m in retirement

want to get the most value out of my investments.


Retirement income planning with proper risk management in Locust, NC.

Harmony Wealth Group strives to simplify the retirement process for you. We work hard to maximize your retirement income while managing risk and leaving a legacy for the people you love.

Money is complicated. Many people are simply uninformed on the best way to handle their wealth. Because of that, mistakes get made, none bigger than retirement.

What happens if you get to retirement and realize you don’t have enough savings to last the next 20-30 years? How can you best manage risk like losing your spouse, long-term care, sequence of returns, health care risk, inflation, and more?

For us at Harmony Wealth Group, there’s nothing like showing people how to end up with more income and better structure their assets so they don’t have to worry about these risks. There’s nothing better than helping give added peace of mind for our clients.

Travis Griffin, RICP

President & CEO

Travis leads Harmony Wealth Group and personally works with our clients to find the perfect retirement strategy for them.


Our Services

We work hard to make sure you have what you need to retire. We do that through a myriad of services.

See Our Services

Helpful Education

Harmony Wealth Group produces professional-quality videos to help bring fresh education to retirees at no-charge.

Watch Now

Blogs by Travis Griffin

Travis publishes regular blogs on current events and more. His experience offers new insight into the world of finance and retirement.

Start Reading

Get a Complimentary Book

Fill out the form to get your complimentary copy of Patrick Kelly’s Stress-Free Retirement now!

Book a No-Charge Consultation

To schedule a complimentary retirement consultation at no-charge, contact us at 704-289-7283 or fill out the form below!