Boundless Financial

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financial planning for women

Helping women manage their money

with confidence

SMART | SIMPLE | CLEAR

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Trusted. Experienced.

Certified Financial Planner™ Professional
Independent Fiduciary
17 years of industry experience
Women-focused
Reduced conflict of interest
Fee-only, no product sales

Bold UI and Tech-Inspired Elements Undulating Lines

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Danielle Harmon, CFP®, Owner & Financial Planner

Danielle Harmon, CFP®

With 65% of women saying money is their #1 source of stress, women are feeling overwhelmed and unprepared. With a customized financial blueprint, you’ll gain control of your future and find the confidence you need to move forward.

Life is busy. Money is complex.

You deserve a plan you can understand.

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Meet Danielle

Danielle Harmon, CFP® is the founder of Boundless Financial Services, LLC, a fee-only firm that provides financial planning services to clients regardless of asset size.

Danielle’s career in finance began immediately after college when she started working with a large, regional broker-dealer. From there, she worked as a trader and back-office operations associate with a newly-formed, local broker-dealer. This is where she first discovered her love for financial planning. Danielle continued her experience by working for several independent RIA firms as a Paraplanner and Associate Advisor.

Danielle has a B.S. degree in Finance from Oral Roberts University. She has been a Certified Financial Planner™ Professional since 2017 and formerly held the Series 7, Series 66 and the SC Insurance License.

Danielle is a native of upstate South Carolina. When she’s not crunching numbers and working through financial plans, Danielle spends her time with her husband Joel and their three active boys.

Danielle is a member of Garrett Planning Network, Fee-Only Network and Kingdom Advisors.