Skip to main content

Why Us?

Every client matters to us

Your life, your challenges, triumphs and dreams make you one of a kind. We respect that and never forget it. As we’re getting to know you, or even after we’ve become old friends, we always make sure the financial decisions we make together consider your unique situation and what you, your family and generations to come need to thrive.

You don’t have to know anything about “money stuff.” Just know what’s important to you, and we’ll take it from there. With 100 years of cumulative experience, we’ve got this!

Oh, and one more thing. Harmon Smith Financial Group is proud to be a Northwestern Mutual Private Client Group firm. We strive to consistently provide an elevated private wealth management experience for our clients.

Designations, Awards, and Registrations

Accolades, certifications, and licenses aren’t just nice to have. They’re indications of our commitment and expertise. They provide an extra measure of reassurance that we are bringing our “A” game to everything we do.

Designations & Awards

  • ChFC® Chartered Financial Consultants
  • CLU® Chartered Life Underwriters
  • RICP® Retirement Income Certified Planners
  • WMCP® Wealth Management Certified Professional
  • Idaho Financial Advisor of the Year (2009 & 2016)—Josh Harmon
  • Idaho Business Review, Excellence in Finance Award (2016)—Josh Harmon


  • Life and Health License
  • Series 6
  • Series 7
  • Series 22
  • Series 63 Securities License
  • Series 65 Securities License
  • Resident Notaries