Where do you want to go? Let’s get there together.
At Harris Financial, we recognize that everyone’s financial life is unique. Whether you’re an individual, a family, or a business, we’re here as a guide for your financial decisions. From the heart of Montana’s Flathead Valley, we serve clients in Kalispell, Whitefish, Columbia Falls, Bigfork, and throughout the United States. Our comprehensive service covers a wide range of financial needs, including retirement planning, investment management, tax strategy, estate planning strategies, receiving inheritances, and charitable/legacy planning.
Tailored Strategies for
your unique journey
Financial decisions affect every part of life, and we believe there’s no such thing as one-size-fits-all. That’s why our experienced team builds practical plans that align with your specific goals and circumstances. We also believe knowledgeable investors are best equipped to make wise decisions, and we prioritize education and sharing wisdom with clients (and their families) at all ages.
We’re excited to meet you!
Our hope is that your decision to work with us improves your life beyond your portfolio – because your well-being matters to us. We invite you to reach out for a consultation to explore how we might serve you. There is no cost to speak with our team, and we are happy to offer second opinions on your current portfolio, free of charge.
We go with you along the way.
We’re not here to serve you once and then forget about you. Our hope is to find clients for life! Together, we’ll explore choices and develop strategies that align with your unique circumstances, and help you carry them out. You’re not just a client – you're the hero of your own success story, and we’re thrilled to be part of it.
"We started with Rex at Harris Financial and easily transitioned when Evan took over. The whole team has been great on a personal and professional level. They are always available for us when we have questions or concerns. We are truly grateful for the friendship and expertise from the Harris Financial team."
-Butch and Judy, clients since 2013
This statement is a testimonial by a client of the financial professional as of 07/18/2025.
"My husband began working with Harris Financial many years ago for his company 401K plan, and when I inherited some funds of my own, I also began working with Evan as well. We both appreciate the thorough attention paid to our concerns and needs, as well as Evan's prompt response to any questions we may have. He is a great teacher and has helped us to learn and understand the ins and outs of different investment types as we have navigated through many changing stages of our life. The personal touch and expertise provided by Evan and his team has always been so important and appreciated - they check in regularly and their expert advice is always helpful and right on point. We are grateful for the friendship and professionalism of this wonderful team and would never work with anyone else."
-Leslie and Ken, clients since 2009
This statement is a testimonial by a client of the financial professional as of 02/09/2026.
"I have been a client of Harris Financial for about 20 years, working initially with Rex and then with Evan. They have always been patient in my learning process of wise investing and have been very encouraging. They have walked me through beginning investment education, buying and paying off a house, saving for retirement, and recently transitioning into retirement. No matter who answers the phone I have been treated kindly and know that everyone on the team cares about what I care about (and may be confused about) at the moment. I appreciate their regular check-ins, individualized suggestions, and personalized strategies in light of getting to know my (changing) situation and concerns. The team performs the duties of their jobs not just because "it's their job" but because they truly receive joy out of helping others. I highly recommend Harris Financial and hope to work with them for years to come."
-Cheril, client since 2003
This statement is a testimonial by a client of the financial professional as of 01/03/2026.
These clients have not been paid or have not received any other compensation for making these statements.
As a result, the clients did not receive any material incentives or benefits for providing the testimonials.
These views may not be representative of the views of other clients and are not indicative of future performance or success.