OUR FIRM was founded in 2002 to provide comprehensive fee-based wealth management services to corporate executives, professionals, business owners, and affluent individuals seeking investment advice. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based on your specific needs, circumstances, risk tolerance, and goals. KMS Financial Services, Inc. is a FINRA Member and an SEC registered investment adviser. The Principals of Harris Financial Advisors are Investment Adviser Representatives with KMS. They have over 36 years of combined investment and planning experience.

OUR MISSION is to partner with clients to establish and prioritize financial goals through close communication and objective planning. Our primary purpose is to manage assets in a manner that addresses our client's unique needs and financial goals. 

OUR CLIENTS share in the realization that by coordinating and managing today's financial decisions they can achieve their goals for tomorrow. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative. 

OUR PHILOSOPHY is to provide our clients with highly personalized service and technical expertise in the ongoing management of their wealth. The entire staff of Harris Financial Advisors is firmly committed to this philosophy. 


At Harris Financial Advisors, we specialize in custom portfolio creation, providing comprehensive fee-based wealth management services to corporate executives, professionals, business owners, and individuals seeking financial investment advice. 


Cash management, succession planning, key man insurance, and business retirement plans. Our firm focuses on solutions. 


Our customized financial planning was developed to offer our clients comprehensive solutions to their financial and related personal needs. A customized financial plan evaluates client objectives, investment goals, risk management, tax planning, estate planning, charitable giving, as well as income needs.


We provide services designed to meet the individual needs of a wide variety of investors, for today and in the future. From individual IRA's for those just beginning to save, to education planning, to offering income oriented investments or strategies for those already retired, we want to work with you to create a solution to meet your individual needs today and in the future.  


Sophisticated services for High Net Worth Clients who need focus on issues such as tax free income, estate planning, and trusts; to help their financial lives today as well as preparing themselves to ultimately pass on their wealth.  


Smart planning demands we explore a strategy using all the tools available with the goal of maximizing returns and reducing overall investment risk.

As we put your blueprint in place, it is important we consider all the options including annuities and life or long-term care insurance. 

Shantel Hersey

Client Relations

Kayla Nurmi

Client Relations

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Phil Harris

Financial Advisor

Senior Partner

Dini Harris, AIF®

Financial Advisor

Managing Partner


MONDAY - FRIDAY 7:30 - 4:30



SUNDAY -Closed 


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© by Harris Financial Advisors, LLC

*Securities offered through Securities America, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor. Advisory services offered through Securities America Advisors, Inc. and/or Arbor Point Advisors, LLC. Harris Financial Advisors, Arbor Point Advisors, and Securities America are separate entities.

*This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy and security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.