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.
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Financial Times Names Harris Financial Advisors To Top Adviser List
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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.
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.
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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: January 8, 2019 | Category: Financial Planning
Starting Strong in 2019:
Your Financial Planning and Fiscal Health
Despite the year-end volatility in markets during December, we continue to remind our clients that the first weeks of any New Year are an opportune time to review their financial planning strategies and to strengthen their fiscal health in areas they can control during market fluctuations in the coming year – and beyond.¹ Harris Financial Advisors suggests taking the following steps these first few weeks of 2019.
Assess Your Risk Tolerance for the Year Ahead
With the recent volatility in the stock markets, it is a good time for investors to review their risk tolerance. A formal risk assessment can provide valuable information that investors can use to form a baseline from which to make financial decisions, even amid market fluctuations and changes in life and work.1 While no specific risk level is better than another, it is important to understand where you fall on the risk spectrum so you can apply that information toward your financial planning and investment strategies. Are you unsure of your risk tolerance? Asking for a formal risk assessment from your financial advisor is a great place to start.
For Women: Negotiating the Terrain of Family Finances
More often than not, women with families take the lead when it comes to running their households and focusing on tasks such as home upkeep, managing schedules and children, and tracking bills and sending payments. However, studies reveal that many women with families are less involved when it comes to making longer-term financial plans within their family setting.