Harris Financial - Financial Advisor, Kalispell and Whitefish, Montana

Where do you want to go? We'll get there, together.

At Harris Financial we understand that individuals, families, and businesses face unique challenges in navigating retirement planning, investments, debt, taxes, estate, inheritance, legacy and continuity planning, and many other issues surrounding the financial aspects of life. Located in the heart of Montana's Flathead Valley, we are happy to service the entire region including Kalispell, Whitefish, Columbia Falls, and Bigfork - as well as clients all over the United States!

Welcome to the family!

Our goal is to forge our wisdom and experience into practical strategies that are individually tailored for your needs as a client. Financial matters are only one piece of a whole and healthy life, but their success or failure is felt throughout. It is our desire that your life is improved in numerous areas because of your decision to work with us. We firmly believe knowledgeable investors are best-equipped to make wise decisions, and we strive to teach and share wisdom to clients (and their families) at all ages.

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Your goals are our goals.

Please contact us to learn more about our services and how we might serve you. There is no cost to speak with our team and we are happy to review your current portfolio or plan. We look forward to hearing from you!

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We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Client Testimonials

"Over the years, Rex and Evan advised our funding for our three children's college and graduate school tuitions. We will be forever thankful for the guidance and friendship with Harris Financial."
-Lori, client since 1999

^{This statement is a testimonial by a client of the financial professional as of 06/07/2023. The client has not been paid or has not received any other compensation for making this statement. As a result, the client did not receive any material incentives or benefits for providing the testimonial.}

"Harris Financial is exactly what we were looking for an needed. They have far exceeded our expectations and have helped make what could be complicated for us, simple. The trust that has been built in a short amount of time is very much appreciated."
-Tom and Sue C., clients since 2023

^{This statement is a testimonial by a client of the financial professional as of 10/10/2023. The client has not been paid or has not received any other compensation for making this statement. As a result, the client did not receive any material incentives or benefits for providing the testimonial.}

"The team at Harris Financial are through, considerate and helpful in all aspects of our lives. They are in contact with us about our finances as well as happenings in our lives. They make sure to schedule appointments for us to review our finances on a regular basis. I have recommended their services to several family members as well as friends on more than one occasion."
-Tim and Gwen S., clients since 2016

^{This statement is a testimonial by a client of the financial professional as of 11/17/2023. The client has not been paid or has not received any other compensation for making this statement. As a result, the client did not receive any material incentives or benefits for providing the testimonial.}

Meet Our Team

Evan Harris

President | Wealth Advisor

406-862-4400

David Mulnix

Wealth Advisor

406-862-4400

Erik Boehm

Director of Business Operations

406-862-4400

Violet Schwenke

Client Service Associate | Compliance Specialist

406-862-4400

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Where do you want to go? We'll get there, together.

Welcome to the family!

Your goals are our goals.

We go with you, wherever the road of life takes you.

Client Testimonials

"Over the years, Rex and Evan advised our funding for our three children's college and graduate school tuitions. We will be forever thankful for the guidance and friendship with Harris Financial."-Lori, client since 1999

"Harris Financial is exactly what we were looking for an needed. They have far exceeded our expectations and have helped make what could be complicated for us, simple. The trust that has been built in a short amount of time is very much appreciated."-Tom and Sue C., clients since 2023

Meet Our Team

Evan Harris

David Mulnix

Erik Boehm

Violet Schwenke

Have a Question?

"Over the years, Rex and Evan advised our funding for our three children's college and graduate school tuitions. We will be forever thankful for the guidance and friendship with Harris Financial."
-Lori, client since 1999

"Harris Financial is exactly what we were looking for an needed. They have far exceeded our expectations and have helped make what could be complicated for us, simple. The trust that has been built in a short amount of time is very much appreciated."
-Tom and Sue C., clients since 2023