Broker Check

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<br/>your unique journey

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&#8217;re excited to meet you!

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 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.

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.

Meet Our Team

Evan Harris

Evan Harris

President | Wealth Advisor

(406) 862-4400

Erik Boehm

Erik Boehm

Director of Business Operations

(406) 862-4400

Jenn Cox

Jenn Cox

Client Service Associate

(406) 862-4400

Aaliyah Smith

Aaliyah Smith

Client Service Associate

(406) 862-4400

Rex Harris

Rex Harris

Founder | Retired

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