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?
Financial Times Names Harris Financial Advisors To Top Adviser List
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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.
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.
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.
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.
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.
On: May 15, 2018 | Category: Financial Planning
What Does It Mean to Be a Fiduciary?
There is one term that you absolutely need to know when working with a financial advisor—“fiduciary.” It’s one of the most important words out there within the context of financial advice and right at the top with other “sacred” investment tenets like diversification, the law of compounding and investing for the long-term. Unfortunately, many investors don’t understand it well enough, putting their financial well-being at risk. That shouldn’t be you. Here’s what you need to know about what it means to be a fiduciary.
On: May 4, 2018 | Category: Women
5 Tips for Women in Search of a Financial Advisor
Choosing a financial advisor to help you achieve your financial goals is a big decision. Selecting the right person for the job will impact the experience and success of your journey and will depend on your personal preferences, situation and the financial destination you have in mind. There are also unique things that women investors need to be mindful of while searching for an advisor. Here are five tips to help jump-start the search process.
On: April 18, 2018 | Category: Quarterly Report
By the Numbers – 2018 1st Quarter Report
With the 1st quarter of 2018 in the books, nostalgia for the calm of 2017 is palpable. As you recall, major asset classes finished in positive
territory for the year, and financial markets proved to be relatively immune to negative headlines. Thus far, 2018 has exhibited an entirely
new temperament with volatility more in line with historical levels. Fears over interest rates, inflation, tariffs and trade wars have offered
perplexing juxtapositions to positive economic reports, tax cuts and government spending – all of which have contributed to financial
markets seesawing forcibly at times.