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.

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.

    Get Your Second Opinion

    tight rope walk

  • 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

    HFAGroupPhoto

  • 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

Preparing Your Nonprofit..-Gift on Tree 2019 Sep 10

On: September 10, 2019 | Category: Financial Planning , Nonprofit

Preparing Your Nonprofit for Year-End Giving

Multiple studies show that complex changes in year-end charitable giving behaviors in the United States affected nonprofits during the 2018 giving season. While it remains to be seen what year-end donations to nonprofits will look like in 2019, Harris Financial Advisors (“HFA”) continues to work closely with nonprofit leaders and investment committee members as this year’s giving season approaches.

FinanciallySupportingAdultChildren-Harris Financial Advisors

On: August 22, 2019 | Category: Financial Planning , Retirement Savings

Financially Supporting Adult Children Can Threaten Retirement Savings: Cut the Apron Strings

When it comes to family finances, research shows that more than 50% of parents are supporting their adult children in a variety of ways, from paying groceries and cell phone bills to covering insurance and housing costs.

Harris Financial-Csuite Execs-Diversifying Wealth-Man viewing skyscraper

On: August 9, 2019 | Category: Financial Planning , Investing

C-Suite Executives: Diversifying Concentrated Wealth

C-suite executives often face challenges in developing long-term investing strategies that suit their unique financial positions. We regularly work with executives to develop forward-thinking strategic investment plans to help manage the specific risk factors that accompany their personal wealth.

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

Informed, Intelligent, Investments… Since 1992.