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.
Attention Women Investors…Mind the Gap
It’s Women’s History Month and a great time to recognize the accomplishments of women today and those who have come before. Exciting changes are afoot and for the first time in history, women are increasing the size of their paychecks, securing more advanced degrees and making their mark in significant ways across almost every field. In fact, women have become a driving force of the global economy and now control 60% of the wealth in the U.S. alone, and that number is only expected to grow.1 The developing “she-conomy” is groundbreaking, but as we’re all aware, glass ceilings persist and hinder equality on many fronts, with the foremost being financial. Let’s drill down to the financial gaps that still need closing:
On: March 7, 2018 | Category: Financial Planning
Contemplating Exiting Your Business?
5 Steps to Take Right Now
If the succession or sale of your business is on the horizon, there are many steps to be taken before venturing down this road. You’ll need to tailor your strategy and financial approach to your unique needs and goals to ensure a successful transition. Here are some ideas to get you started.