Welcome

Harris Financial Advisors is a leading wealth management firm centered on investment management and advanced financial planning. Since 1992, we have built our practice on the hallmarks of commitment and dedication to our clients and their aspirations.

We believe collaboration, transparency, trust and education are the cornerstones of a meaningful partnership. As an independent Registered Investment Advisor, we pair intelligent portfolio design with coordinated planning to empower our clients to make informed life decisions.

How may we help you?

Collaborate with Harris Financial Advisors

  • Does Your Portfolio Represent You?

    Our Second Opinion tool helps you to pinpoint your Risk Number®, a direct reflection of your values and core beliefs in portfolio form. You don’t want to find out that you’ve been taking on too much risk in your investing after the stock market drop occurs. That can leave you reeling with self-doubt, anxiety, and uncertainty.

    Get Your Second Opinion

    tight rope walk

  • Our Team Is Your Team

    The Harris Financial Team works with you to focus on your financial concerns. As your team of experienced professionals who embrace and understand the value of teamwork when striving to exceed a client’s objectives.

    Meet Your Team

    HFAGroupPhoto

  • Education, the i3 Lifestyle

    At Harris Financial Advisors, our goal is to equip you with the tools necessary for making informed, intelligent investments.

    See Upcoming Events

  • Prepared for Change

    We take a closer look at your life’s transitions to determine how wealth management services can help deliver the lasting foundation for lifelong financial security and success.

    Read More

  • Wealth Management at HFA

    Our process takes your constantly changing financial picture and creates simplified structure that adapts and excels when you need it most. Whether you have a specific need or a host of financial questions, we develop a personal strategy that starts with you, and ends with success.

    See Our Process

  • White Papers & Articles

    Education of our clients is a top priority for our team. As such, we strive to provide educational White Papers and industry focused articles related to the needs of our clients.

    See More

Take the first step to building your strategy.

What's New

stock chart

On: June 16, 2017 | Category: Long Term Planning , Retirement Savings

Keeping Your Seat Pays Off

It is important not to give up long‐term gains for temporary short‐term stability. Not staying invested and choosing to pull out of markets until they’re less volatile can mean the loss of tens of thousands of dollars (or more).

Social Security cards

On: June 5, 2017 | Category: Long Term Planning , Medicare , Retirement Savings , Social Security

Social Security and Divorce: What You Need to Know

Anyone who has been through a divorce knows the life-changing toll it takes on a person, emotionally and financially.

Globe Money

On: May 17, 2017 | Category: Elections , Long Term Planning , Retirement Savings

Elections and Investments – What’s the Disconnect?

There is always more to the markets than what is seen on television and blasted from the headlines. Careful consideration of all aspects of an investment – political, demographic, economic, and relative value, to name a few – must be made when considering the broader implications of that investment on the portfolio.

E-mail us at hfa@harrisfinancial.net or Call us at (310) 791-3226.

Informed, Intelligent, Investments… Since 1992.