Wealth Management for Individuals

At Harms, Rode & Company, LLP, our financial management services for individuals go beyond preparing your tax return. Our CPA firm helps you protect the financial welfare of you and your family with personalized tax strategies for retirement planning, college savings, trusts and estate planning. Before we make any recommendations, we get to know the intricacies of your current financial situation and then formulate practical solutions that will help you reach your goals.

As your trusted advisor, you can count on us to deliver the right financial strategies for you. Call us now at 910-784-9015 or request a free consultation online to learn more.

Retirement Planning

We'll help you create a comprehensive retirement plan that coordinates your investments, estate plan, and philanthropic pursuits.

Estate and Trust Planning

Work with us to develop an estate plan that reflects your personal goals so you can face your financial future with confidence.

Income Tax Preparation

We'll make sure you take advantage of all of the deductions and credits you're entitled to so you only pay what you truly owe.