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
To read the full story, click here.
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.
College Planning 101: Understanding the Big Picture
U.S. college costs are rising but so are the numbers of students attending colleges and universities. Research shows that there are long-term benefits of obtaining a higher education for the student and society at large including: expanded job opportunities, increased public engagement, a diverse array of cultural enrichment experiences and scientific advances, prolonged national prosperity and sustained personal financial security. With those factors in mind, it’s never too early – or too late – to start building a solid foundation for your child’s college years.
Taking Inventory at Each Stage of Life
Harris Financial’s own Cristin Rigg recently published an article in the Torrance Memorial Patrons Magazine. Taking Inventory At Each Stage Of Life gives direction for maintaining our goals for financial and physical health at each phase of life.
We hope you will enjoy reading this blog at https://www.torrancememorial.org/News_Center/2018/September/Taking_Inventory_at_Each_Stage_of_Life.aspx.
You can also find the article in the next Patrons Magazine releasing on September 26, 2018.
On: September 12, 2018 | Category: Financial Planning
Helping Your Trust Fund Kids Become Financially Savvy
Concern about passing on a legacy is universal, and a trust fund can be a useful tool in helping you transfer your wealth in the manner and spirit you desire. Many parents worry about leaving too much or too little for loved ones, and they’re not alone. There are countless stories of fortunes made by one generation being wiped out by the next for one reason or another. However, you can avoid common pitfalls with the right resources and planning. Here are some things to keep in mind as you consider creating a trust and helping your children become financially savvy.