Lindsey Ferguson

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Lindsey Ferguson, CEO of Harmony Advisors Group, LLC is a Fiduciary and Wealth Advisor with over 35 years of experience, including 12 years on Wall Street and 4 years of institutional commodities trading on the Minneapolis Grain Exchange and the Kansas City Board of Trade – where he traded with domestic and international corporations and governments for export and PL480 – Food-for-Peace Programs.

He has experience in financial and tax planning, portfolio management, compliance and risk management at JPMorgan Chase in their Private Client Group – where he helped establish their nationally-accredited investment advisory platform with Charles Scharff – now CEO of Wells Fargo, Inc. He then worked with Wells Fargo’s Private Bank in Greenwich, Connecticut before starting his own advisory firm, Harmony Advisors Group, LLC in 2021.

Partnering with New Edge Advisors, New Edge Wealth and New Edge Capital, they represent over $48Bln* in high net worth and ultra-high net worth individuals, endowments and organizations to help produce better financial outcomes for their clients.*(source Forbes)

Harmony works with vetted, accredited and experienced licensed professionals in the areas of financial planning, trusts, estates and wills, tax accounting and advanced tax planning, Chartered Financial Analysts, research and trading.

He acts as Fiduciary for his clients, espousing the four duties of Best Interest, Due Care, Separation of Client Assets via Multi-Custodial Arrangements, and Maintenance of Good Books and Records in compliance with local, state and national securities standards.

He has advised or worked on boards for The Boy Scouts of America, where he received the prestigious William H. Spurgeon Award for outstanding National Leadership in their Youth Exploring Program; and worked with endowments of many local schools and charities in Fairfield County, Connecticut. He holds a Bachelor of Science Degree in Economics from University of Missouri Columbia, and post-graduate studies at Washington University in St. Louis.

Lindsey is a member of the National Association of Divorce Professionals, and is a Certified Divorce Specialist. Lindsey is also affiliated with Dave Ramsay and is a Certified Trusted Ramsay Pro Advisor