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About Us

Our Methodology&#160;<br/>

Our Methodology 

We create and manage our portfolios by using CFRA and Riskalyze. We reevaluate the portfolios quarterly.  Our advisory fees are lower than industry average. We keep in contact with our clients every 60-90 days. This helps ensure that our goals are aligned. 

Planning support for every season in life

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Start the conversation

Every successful plan begins with a conversation. We take time to understand your current financial picture, your concerns, and what you want your future to look like. This initial meeting lays the foundation for a meaningful and productive partnership.

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Identify Goals

Together, we clarify your short and long-term goals. Whether you're preparing for retirement, growing your wealth, protecting your family, or planning a legacy, we help prioritize what matters most and define a clear direction forward.

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Create a personalized plan

Using the insights we’ve gathered, we design a tailored strategy aligned with your objectives, risk tolerance, and timeline. Your plan is built to be practical, flexible, and designed to adapt as your life evolves.

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ongoing guidance & support

Financial planning is not a one-time event. We provide continuous monitoring, regular reviews, and proactive adjustments to help keep you on track. As life changes, we’re here to guide you every step of the way.

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Meet your team

Blayne Worman

Blayne Worman

Wealth Advisor

812-831-3324

812-831-3312

blayneworman@hwealthg.com

I was born in Tucson, Arizona but raised in New Harmony, Indiana. I attended New Harmony K-12 where I participated in soccer, basketball and baseball. I graduated from New Harmony in 2011 shortly before its doors were closed for good...

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Shawn Worman

Shawn Worman, MBA
Principal/Wealth Advisor

Principal and Wealth Advisor

812-831-3311

812-831-3312

sworman@hwealthg.com

I was born and raised in Posey County, Indiana. I graduated from New Harmony High School where I met my high school sweetheart and wife. We have been happily married since 1988. I currently reside on the far Westside of Evansville, but...

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Tiffany Jarvis

Tiffany Jarvis

Office Manager and Sales Assistant

812-643-5003

tjarvis@hwealthg.com

Tiffany Jarvis has been with Harmonie Wealth Group since September 2021, prior to that she was a Property Deputy in the Posey County Auditor’s office for 13 years. Tiffany, born and raised in Posey County, now lives in Marrs...

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Take the first step today

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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