Welcome

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.

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  • 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.

    Get Your Second Opinion

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  • 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.

    Meet Your Team

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  • Education, the i3 Lifestyle

    At Harris Financial Advisors, our goal is to equip you with the tools necessary for making informed, intelligent investments.

    See Upcoming Events

  • 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.

    Read More

  • 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.

    See Our Process

  • 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.

    See More

Take the first step to building your strategy.

What's New

Harris Financial Advisors 2018 Q1 Market Review - HFA

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.

On: April 4, 2018 | Category: Long Term Planning

Is Long-Term Care Factored into Your Retirement Plan?

A good retirement plan gives you a snapshot of your current situation along with multiple “what-if” future scenarios. Your plan is not complete until you factor in the great unknown – the future cost of a long-term care event for you or a loved one.

Harris Financial Advisors Top 10 Los Angeles

On: March 28, 2018 | Category: In the News

Harris Financial Named to Top 10 Financial Advisor List

We’re honored to announce that AdvisoryHQ has recognized Harris Financial Advisors as a Top Financial Advisor in Los Angeles for 2018. Thank you to all of our team members and clients who made this possible.

E-mail us at info@harrisfinancial.net or Call us at (310) 791-3226.

Informed, Intelligent, Investments… Since 1992.