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.
Understanding the Unique Financial Needs of the Sandwich Generation
Baby Boomers, Gen Xers, and Millennials all have one thing in common – we love to talk about the joys and trials of our own generations. The social proof is all over the media. However, there’s a whole generation of people that deserve equal time in the spotlight, and they have commonalities that span gender, race, socioeconomic status and sometimes age. We’re talking about the Sandwich Generation.
On: July 18, 2018 | Category: Quarterly Report
By the Numbers – 2018 2nd Quarter Report
After a negative first quarter highlighted by an early year correction, U.S. stocks pushed into positive territory as foreign policy and international trade initiatives garnered momentum. In April, a coalition of U.S., British and French forces launched airstrikes against Bashar al-Assad in response to the use of chemical weapons in the Syrian civil war. In May, the U.S. exited the 2015 Iran nuclear accord and reinstated economic sanctions on Iran.
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.