Harmon Kong, CFP®, AIF®

financial planner meeting with clients in Orange County CA about their retirement plan

Founding Director

Harmon Kong is the visionary Founding Director of Apriem Advisors, paving the way for the next generation of leaders. He started Apriem after growing tired of working for larger firms that prioritized revenue over relationships. He wanted to build something different: a firm where client and staff relationships came first, with a client-to-staff ratio deliberately kept low. That commitment hasn’t changed since, and it never will.

Today, Harmon focuses on the firm’s long-term vision, mentoring the next generation of leaders, and ensuring Apriem’s client-first philosophy continues for generations to come.

Under Harmon’s leadership, Apriem has earned recognition across the industry. He led the firm to being named to USA Today’s Best Financial Advisory Firms list in the one billion to five billion dollar range, to AdvisorHub’s 2026 list of Advisors to Watch managing over one billion dollars, and to CNBC’s Financial Advisor 100 list in 2025. Harmon himself was also named among InvestmentNews’ Top Financial Professionals in the US for 2025, among many other honors.**

Author

Using his decades of experience in wealth management, Harmon wrote the Amazon Best Seller Values Over Valuables: Daring To Live The Life Money Can’t Buy to help readers align their financial resources with their values, goals, and purpose***.

Years of experience*

Client retention rate*

$ in AUM*

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Disclosures

*As of 7/14/26, company wide statistics

**Award disclosures can be found here.

***Values Over Valuables: This book is not an offer of Apriem’s investment services, nor is it intended to provide investment advice to any individual. While the author is the majority owner of Apriem and an advisory affiliate, this book is a separate endeavor, and its content and proceeds are independent of Apriem and its advisory services.