Harris Financial Advisors is a leading wealth management firm centered on investment management and advanced financial planning. Since 1992, we have built our practice on the hallmarks of commitment and dedication to our clients and their aspirations.
We believe collaboration, transparency, trust and education are the cornerstones of a meaningful partnership. As an independent Registered Investment Advisor, we pair intelligent portfolio design with coordinated planning to empower our clients to make informed life decisions.
How may we help you?
Financial Times Names Harris Financial Advisors To Top Adviser List
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Collaborate with Harris Financial Advisors
Does Your Portfolio Represent You?
Our Second Opinion tool helps you to pinpoint your Risk Number®, a direct reflection of your values and core beliefs in portfolio form. You don’t want to find out that you’ve been taking on too much risk in your investing after the stock market drop occurs. That can leave you reeling with self-doubt, anxiety, and uncertainty.
Our Team Is Your Team
The Harris Financial Team works with you to focus on your financial concerns. As your team of experienced professionals who embrace and understand the value of teamwork when striving to exceed a client’s objectives.
Prepared for Change
We take a closer look at your life’s transitions to determine how wealth management services can help deliver the lasting foundation for lifelong financial security and success.
Wealth Management at HFA
Our process takes your constantly changing financial picture and creates simplified structure that adapts and excels when you need it most. Whether you have a specific need or a host of financial questions, we develop a personal strategy that starts with you, and ends with success.
White Papers & Articles
Education of our clients is a top priority for our team. As such, we strive to provide educational White Papers and industry focused articles related to the needs of our clients.
4 Reasons an HSA Can Be Good for Your Financial Health
If you haven’t heard of health savings accounts, or HSAs, now is a great time to learn. An HSA allows for tax‐advantaged savings that can be used to pay for medical expenses now or in the future. In order to qualify for an HSA, you must be enrolled in a high‐deductible health insurance plan. High deductible insurance plans offer low premiums in exchange for the insured person or family taking on high deductibles.
On: September 1, 2017 | Category: Retirement Savings
Retirement Planning: An Astronomical Event
Recently, I had an opportunity to help a new client with a strategic financial plan. When she came to us, she shared with us that she felt pride in what she had accomplished in life in raising her son and in her career. Yet, she felt uneasy and anxious about what was yet to come, and she could not tell from her company’s retirement statement if she would be able to travel as she wanted to do in retirement.
Women and Retirement Income Literacy – Can You Pass The Quiz?
We women live longer than men, and many of us will be on our own at some time in the future. At age 65, we can expect to live another 20 years on average, and we will need to depend on ourselves more than ever to successfully navigate the retirement landscape. Most of us cannot afford to make a major mistake and still ensure there will be time to recover.