A History of Service,
A Legacy of Excellence.
When Ken Graham and Marek Pfeil set out to create a new financial advisory firm, they wanted to leverage their years of experience in the industry to help people from every stage of life make sound financial decisions that would enable them to live the life they choose.
The new firm needed to be free from the control of bigger, more traditional financial institutions so they could provide objective advice and always act in their clients’ best interest.
This demand for greater independence, objectivity, and transparency ultimately led Ken and Marek to create Harmony Point Wealth Advisors, a high-touch registered investment advisory firm.
While sitting on the same side of the table as their clients, the team at Harmony Point Wealth Advisors pride themselves on offering straight-forward financial management and investment strategies that are tailored to meet the individual needs of their clients.
Our Mission
To help our clients make sound financial decisions so they can pursue a richer, fuller life for themselves and their families.
Our Values
We always put the needs of our clients first.
We value both the good and bad decisions we’ve made over time and embrace them as an opportunity to grow and strengthen.
Our dedication to our clients is the cornerstone of our success.
We believe that keeping things simple adds enormous value to our clients, and ourselves.
We strongly believe in providing our clients with open and honest communication.
Ready to Get Your Financial House in Order?
Meet Our Founders
Marek Pfeil
Marek Pfeil, President
Marek has worked in the financial services industry for over 15 years. Prior to co-founding Harmony Point Wealth Advisors, he worked at several national registered investment advisory firms catering to institutional clients. He has extensive experience in researching investment strategies and helping clients design portfolios to reach their financial goals.
Marek holds an undergraduate degree in Finance from Virginia Polytechnic Institute and State University (Virginia Tech) where he graduated summa cum laude and was a four-year letterman on the men’s tennis team. He has an MBA with a concentration in Finance/Investments from the University of Notre Dame Mendoza College of Business. Marek has earned the right to hold the Chartered Financial Analyst (CFA) designation and also holds the FINRA Series 7 and 66 security licenses.
When not advocating for his clients, Marek can be found with his wife and two kids looking for the newest sushi restaurant in Orange County. Marek is an avid golfer, enjoys traveling and a “powder hound” in the wintertime.
Ken Graham
Ken Graham, Vice President
Ken has been working in the financial services industry since 1994. Prior to co-founding Harmony Point Wealth Advisors, Ken was a Vice President at YourPCG. Previously, Ken was an Account Executive in AssetMark’s Private Client Group since 2001. Ken was also a retail securities broker and a wholesaler for a financial services company. He has also managed several small businesses and has consulted as a financial analyst for a number of firms.
Ken holds a bachelor’s degree in economics from UCLA. He has resided in Southern California since 1974. In his free time, he enjoys skiing, hiking and traveling.