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.
Harris Financial Advisors
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. The Founders of Harris Financial Advisors are Fiduciaries and Investment Adviser Representatives and have over 46 years of combined investment and planning experience.
Our Services
How We Serve Our Clients
Advisory Services
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.
Private Client Services
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.
Comprehensive Financial Planning
Our customized financial planning was developed to offer our clients comprehensive solutions to their financial and related personal needs.
Business Services
Cash management, succession planning, key man insurance, and business retirement plans. Our firm focuses on solutions.
Our clients share in the realization that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow.
The clients of Harris Financial Advisors 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.
