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

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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-Retirement Planning for Two-Special Occasion Couple Smiling

On: July 9, 2019 | Category: Retirement Savings

Retirement Planning for Two: Make the Most of Your Lives Together

Over the years, we’ve helped many couples plan for and transition into retirement. A key to success during this critical time is enhancing financial compatibility before one or both step away from their professional lives.

Marriage-Financial Union-rings on definition-Harris Financial Advisors

On: June 25, 2019 | Category: Financial Planning

Marriage: discussing the state of your financial union

Financial planning can be a tense topic for many married couples, but these steps¹ will make your conversations about money more productive and beneficial for both of you.

Retirement Planning Phases-Harris Financial Advisors

On: June 18, 2019 | Category: Retirement Savings

The 3 Phases of Retirement Planning

Taking stock of your finances before or during retirement can produce anxiety regardless of how prepared you are. For over 25 years, we have helped individuals and families transition out of careers and into their next phase of life.

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

Informed, Intelligent, Investments… Since 1992.