OUR VISION
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 Principals of Harris Financial Advisors are Investment Adviser Representatives and have over 38 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.
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.
BUSINESS SERVICES
Cash management, succession planning, key man insurance, and business retirement plans. Our firm focuses on solutions.
COMPREHENSIVE FINANCIAL PLANNING
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.
RETAIL BROKERAGE
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.
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.
ANNUITIES AND INSURANCE
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.
Phil Harris
Financial Advisor
Senior Partner
Kayla Nurmi
Office Manager
Shantel Hersey
Client Relations
Olivia Lam
Administrative Assistant
Dini Harris, AIF®
Financial Advisor
Managing Partner
OPENING HOURS
MONDAY - FRIDAY 7:30 - 4:30
EVENINGS BY APPOINTMENT
SATURDAY -BY APPOINTMENT
SUNDAY -Closed
