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.