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 11, 2018 | Category: Nonprofit
Help Your Nonprofit Endowment
Thrive with This Checklist
An endowment is a hallmark of financial longevity and an important component of any nonprofit’s long-term strategy. It allows nonprofit board members, administrators and donors to build a reserve fund to further their organization’s mission and complement sometimes irregular annual gifts and donations.
Finding Financial Balance After Divorce
After going through a major life event like divorce, it may be challenging to get your bearings at first, especially in the money department. However, with proper planning and execution, you can start a new financial life and discover what works for you post-divorce. Here are some tips to help you take control of your finances and financial outlook.
On: June 13, 2018 | Category: Financial Planning
College Grads, Learn to Crush Your Money Game
You’ve graduated. Now what? The idea of life after college can be daunting, but also exciting! So many possibilities await you. It’s time to take everything you learned and put it to work (literally) and find a place where you can thrive and gain real-world knowledge while bringing home a steady paycheck. Once you have an income stream going, understanding how to manage the ebb and flow of it will be your next big task. The good news is that the rules for managing money are straightforward. Let’s learn to crush your money game.