Personalized Service that Resonates
As seasoned financial advisors, we have dedicated our careers to serving the needs of our clients and their families. We pride ourselves on cultivating long-lasting relationships that span generations. Developing a solid financial plan is critically important; however, really getting to know our clients and creating a lasting impact on their lives is what matters most to us.
Personalized Service that Resonates
As seasoned financial advisors, we have dedicated our careers to serving the needs of our clients and their families. We pride ourselves on cultivating long-lasting relationships that span generations. Developing a solid financial plan is critically important; however, really getting to know our clients and creating a lasting impact on their lives is what matters most to us.
Getting to Know Our Team
People often ask us what we do or to define our process. We welcome the opportunity to sit with you and have a conversation at our office, in a coffee shop, or virtually. We are here to listen—and to help. We will give you our undivided attention, ask thoughtful questions, and, together, we can determine the right next steps.
Getting to Know Our Team
People often ask us what we do or to define our process. We welcome the opportunity to sit with you and have a conversation at our office, in a coffee shop, or virtually. We are here to listen—and to help. We will give you our undivided attention, ask thoughtful questions, and, together, we can determine the right next steps.
Your Advisory Team
If you are looking for conscientious, thoughtful, seasoned, savvy, and intelligent out-of-the-box thinkers then you’ve found your team.
For more than 30 years, Lindsey Ferguson has built a reputation for delivering solid financial planning and investment strategy to clients throughout the U.S. He fully recognizes that investments today are far more multifaceted than three decades ago. In addition, computers and technology are rapidly changing the investment landscape and investor choices. Lindsey and the team at Harmony Advisors Group pride themselves on staying up-to-date and harnessing technology to provide an excellent client experience.
Lindsey is CEO of Harmony Advisors Group and is based in Greenwich, CT. A financial professional since 1992, Lindsey has gained the kind of in-depth knowledge that comes from decades of experience guiding his clients through the ups and downs of the markets. He spent much of his career on Wall Street and in the financial district in Manhattan. Before founding Harmony Advisors Group, Lindsey served as a Financial Advisor and Senior Vice President – Investments for Wells Fargo Advisors. He previously spent 16 years as a Private Client Advisor at JP Morgan Securities.
Lindsey is a multi-year recipient of the Connecticut Five Star Wealth Manager award. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. Candidates are evaluated based on advisor credentials, regulatory, disciplinary and compliance history, client acceptance and retention, education and professional designations, and consumer feedback. Five Star Professional partners with Connecticut Magazine to recognize these professionals and highlight their achievements. Lindsey received this award in 2016, 2017, and 2018.
For 14 years, Matthew Minichello has provided his clients comprehensive investment planning with a holistic approach. When a working relationship is developed, Matthew takes into consideration the ideal lifestyle, goals, values, and priorities to create an investment plan that works best for each client.
Matthew is Managing Director of Harmony Advisors Group and is based in Greenwich, CT. He began his career in the financial services industry in 2007, working as a Private Banker for JP Morgan Chase & Co. In 2014, Matthew joined Wells Fargo where he gained an additional seven years of experience as a Private Banker before co-founding Harmony Advisors Group.
During his career, Matthew has helped clients build their financial strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering the personalized investment planning services clients deserve.
Melissa has over 20 years of experience as a QuickBooks expert and a Mastering QuickBooks Certification, Melissa has worked with CPA’s, CEO’s, CFO’s, COO’s, Executive Sales Teams, and other high-end corporate teams. Her success lies in helping individuals and companies increase efficiencies and exceed their goals by showing them fiscal responsibility.
In addition, Melissa is also a Certified Divorce Specialist, professional speaker, and author of GOING GREEN WITH YOUR SELF-ESTEEM. Her ability to help people during challenging and difficult times in their lives and recreate themselves for success aligns perfectly with our mission at Harmony Advisors Group.
As our Business Director/Administrator, Melissa will be instrumental in assisting our clients to evaluate their financial accountability and move through various life’s challenges. We are confident that her skills and experience will add excellent value to all our clients’ experiences. We are excited to have her on board and look forward to the positive impact she will have on our clients and our team.
Your Advisory Team
If you are looking for conscientious, thoughtful, seasoned, savvy, and intelligent out-of-the-box thinkers then you’ve found your team.
For more than 30 years, Lindsey Ferguson has built a reputation for delivering solid financial planning and investment strategy to clients throughout the U.S. He fully recognizes that investments today are far more multifaceted than three decades ago. In addition, computers and technology are rapidly changing the investment landscape and investor choices. Lindsey and the team at Harmony Advisors Group pride themselves on staying up-to-date and harnessing technology to provide an excellent client experience.
Lindsey is CEO of Harmony Advisors Group and is based in Greenwich, CT. A financial professional since 1992, Lindsey has gained the kind of in-depth knowledge that comes from decades of experience guiding his clients through the ups and downs of the markets. He spent much of his career on Wall Street and in the financial district in Manhattan. Before founding Harmony Advisors Group, Lindsey served as a Financial Advisor and Senior Vice President – Investments for Wells Fargo Advisors. He previously spent 16 years as a Private Client Advisor at JP Morgan Securities.
Lindsey is a multi-year recipient of the Connecticut Five Star Wealth Manager award. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. Candidates are evaluated based on advisor credentials, regulatory, disciplinary and compliance history, client acceptance and retention, education and professional designations, and consumer feedback. Five Star Professional partners with Connecticut Magazine to recognize these professionals and highlight their achievements. Lindsey received this award in 2016, 2017, and 2018.
For 14 years, Matthew Minichello has provided his clients comprehensive investment planning with a holistic approach. When a working relationship is developed, Matthew takes into consideration the ideal lifestyle, goals, values, and priorities to create an investment plan that works best for each client.
Matthew is Managing Director of Harmony Advisors Group and is based in Greenwich, CT. He began his career in the financial services industry in 2007, working as a Private Banker for JP Morgan Chase & Co. In 2014, Matthew joined Wells Fargo where he gained an additional seven years of experience as a Private Banker before co-founding Harmony Advisors Group.
During his career, Matthew has helped clients build their financial strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering the personalized investment planning services clients deserve.
Melissa has over 20 years of experience as a QuickBooks expert and a Mastering QuickBooks Certification, Melissa has worked with CPA’s, CEO’s, CFO’s, COO’s, Executive Sales Teams, and other high-end corporate teams. Her success in helping individuals and companies increase efficiencies and exceed their goals by showing them fiscal responsibility.
In addition, Melissa is also a Certified Divorce Specialist, professional speaker, and author of GOING GREEN WITH YOUR SELF-ESTEEM. Her ability to help people during challenging and difficult times in their lives and recreate themselves for success aligns perfectly with our mission at Harmony Advisors Group.
As our Business Advisor and Administrator, Melissa will be instrumental in assisting our clients to evaluate their financial accountability and move through various life’s challenges. We are confident that her skills and experience will add excellent value to all our clients’ experiences. We are excited to have her on board and look forward to the positive impact she will have on our clients and our team.
Alex Goss
Neil Turner
Jeff Cutler
Will Brand
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Alex Goss
Neil Turner
Jeff Cutler
Will Brand
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
The Story Behind the Name
(As told by Lindsey Ferguson)
Harmony was founded in a music studio, embracing the intersection of music and math—all
things seemingly random and unpredictable.
Harmonic dissonance in music is not at all unlike dissonance in markets.
Whole notes in various sequences are pleasing to the ear, mind, and soul. Off-sequence tones,
or harmonies, produce dissonance or unrest. The math behind "why" has been studied
throughout history - from the Greeks of Pythagorean to prior and more ancient cultures.
Unpredictable or random markets have much the same effect...it is only by surrendering
ourselves from the predictable that we can begin to accept the note played as the sound you
hear.
Investments do not always behave as we expect, but when we listen to what markets are telling
us, we can only then begin to understand what to play next.
Proud Sponsor of Circle of Care
Circle of Care has helped over 3,600 families in the past 20 years with essential emotional, practical, and financial support that begins on the day of cancer diagnosis and continues through every step that follows. Recently Circle of Care has expanded into Westchester County and Southwestern Massachusetts reaching more families in need of support.
