Broker Check







Hello and Welcome,
We Are Harmony Group

We’re Nicole Robertson and Martin Frost, and together we make up the team at Harmony Group Wealth Advisors. If you’re here, you’re probably looking for a partner you can trust to help you make sense of your finances — and we’d be honored to be that team for you.

Our story actually began in a bank branch (yes, really). Nicole was the financial advisor, Martin managed the branch, and what started as a chance pairing turned into a lasting partnership built on trust, shared values, and a shared commitment to doing what’s right for clients.

After more than a decade in the banking world, we both saw the same thing: people deserved better. They deserved independent advice, free from corporate scripts and hidden agendas. So, we decided to create something different — a place where people come first, and every recommendation is made with your best interest at heart.

Between us, we have more than 30 years of experience and credentials like CFP®, CIMA®, ChFC®, and CLU®. But what really matters is how we put that experience to work for you. With two of us on your side, you get more perspectives, more strategies, and a team that works in true harmony to help you reach your goals.

Our approach is simple: clear, straightforward guidance, without judgment. Whether you’re planning for retirement, growing your wealth, or just wanting to stop worrying about money, we’re here to help you feel confident, in control, and maybe even enjoy the process.

If you’re ready to take the next step, we’d love to start the conversation.
Warm regards,

Managing Partners
Harmony Group Wealth Advisors

We specialize in your
financial wellness.

Working side by side, they quickly discovered that their strengths complemented each other like peanut butter and jelly – or, dare we say, like a well-balanced investment portfolio. As a team, Harmony Group doesn't just offer financial advice; they bring added perspective and two powerhouse brains to the table, helping clients navigate the complex world of financial planning and investment management.

Our independence sets us
apart.

Goal-oriented, non-judgmental, and always up for a financial education fiesta, Nicole and Martin have adorned themselves with the prestigious CFP®, ChFC®, CLU®, and CIMA® designations. Their commitment to staying ahead of the ever-changing financial landscape means they're not just financial advisors; they're your financial partners.

So, whether you're a financial aficionado or just dipping your toes into the world of investing, join the Harmony Group for a financial journey that's not only effective but also downright enjoyable. They do what they do so you can enjoy your life to the fullest.

Meet the Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Nicole Robertson

Nicole Robertson, CLU,® ChFC®

Managing Partner

Martin Frost

Martin Frost, CFP,® CIMA®

Managing Partner

Bonita Grubbs

Bonita Grubbs

Executive Assistant

Our Most Common Questions

You Have Questions. We Have Answers.

  • Yes. As an IAR [Investment Advisor Representative], we are subject to state regulations and abide by the Fiduciary Standard. This means full transparency, in an attempt to avoid conflicts and disclose them to you when they arise. Imagine that–advice with your best interest as the top and only priority. Who would’ve thought this was an option?

  • As an Independent Investment Advisor Representative (IAR), we only answer to our clients. We don’t ever push a product or service on our clients to meet a corporate sales goal—because the only goals we strive to meet are those of our clients. We serve as qualified partners, offering counsel and strategy as your financial goals grow and evolve.

  • At Harmony Group, our advisors relish the pursuit of excellence, continuously enhancing their expertise through prestigious certifications like CFP®, CIMA®, CLU®, and ChFC®. Dive into the details of these designations and discover how they empower us to lead the industry.

  • At Harmony Group, our compensation is tailored to the specific services we provide. This structure ensures transparency and alignment with your financial objectives, whether through planning, investment management, or consulting.

    • Financial Planning: Our comprehensive financial plans are crafted with three-dimensional, stress-tested analyses, including cash flow projections and a personalized investment policy statement based on your goals and risk appetite. Costs vary with plan complexity; after a free document review, we'll provide a written quote. A standard plan is priced at $4,000, covering 3-6 months of development and 12 months of post-delivery support.
    • Investment Management: We offer a complimentary review of your current investments and a no-cost investment proposal. Should you choose to proceed with us managing your investments, our fee is an annual percentage of the managed assets, tailored to the chosen investment strategy. In some instances, a commission-based account might better serve your needs, and we're committed to identifying the best path forward for each client.
    • Hourly Consulting: Our advisory team is available at $250 per hour. For specific projects or a preference for a flat fee, we provide a fixed quote after a thorough review. This includes tax return preparation, with a fixed price provided upon examination of the necessary documents, such as federal tax returns from the past two years.

  • BrokerCheck is a free tool provided by the Financial Industry Regulatory Authority (FINRA) that allows users to research the professional backgrounds, registrations, licenses, and any regulatory actions, complaints, or arbitrations against financial brokers, advisers, and firms. It's designed to help investors make informed choices about the brokers and brokerage firms they are considering for their financial investments. By providing transparent access to the records of financial professionals, BrokerCheck aims to promote trust and confidence in the securities industry and its regulation. Click here to look us up!

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