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: July 9, 2019 | Category: Retirement Savings
Retirement Planning for Two: Make the Most of Your Lives Together
Over the years, we’ve helped many couples plan for and transition into retirement. A key to success during this critical time is enhancing financial compatibility before one or both step away from their professional lives.
On: June 25, 2019 | Category: Financial Planning
Marriage: discussing the state of your financial union
Financial planning can be a tense topic for many married couples, but these steps¹ will make your conversations about money more productive and beneficial for both of you.
On: June 18, 2019 | Category: Retirement Savings
The 3 Phases of Retirement Planning
Taking stock of your finances before or during retirement can produce anxiety regardless of how prepared you are. For over 25 years, we have helped individuals and families transition out of careers and into their next phase of life.