Who We Work With

Many financial advisor firms limit their services to wealthy investors, but we don’t operate that way. While we are certainly capable of meeting the needs of affluent individuals, families, and business owners, we believe that quality financial advice is something everyone should have access to. We have no minimum requirement for assets under management, and will happily meet with you, free of charge, to hear your needs and see if it makes sense to hire us. If it doesn’t, we’ll do what we can to point you in the right direction.

We work with individuals and families of many ages, backgrounds, and levels of wealth – you are welcome here! Most clients come to Harris Financial looking for guidance on retirement, but we can advise you on many areas of your financial life, including: how to allocate investments and think about risk, insurance, paying down debt, marriage finances, buying a home, moving to a new job, the birth of a child, paying for college, the death of a loved one, unexpected windfalls, making wise decisions with an inheritance, passing wealth to the next generation, charitable giving, and much more. We like to say, “If it has to do with money, we probably know something about it!” Each of these areas are filled with opportunities for wise decisions and potential for errors if not navigated knowledgeably. 

Harris Financial also works with a number of business owners and their employees, by helping them select, set up, and manage a company retirement plan for themselves and their employees. Nobody knows your business better than you do, but we can lean on experience from all of our business owner clients to be a resource for you. We work closely with your CPA and attorney to help all the various pieces of your financial life fit together in a common direction. For business owners looking to strategize an exit plan, we can provide (in conjunction with your CPA and attorney) guidance on ideas, strategies, and pitfalls to avoid as you work toward a successful exit from the business.

So, who do we work with? We work with regular people who probably look a lot like you!