OUR MISSION is to partner with clients to establish and prioritize financial goals through close communication and objective planning. Our primary purpose is to manage assets in a manner that addresses our client’s unique needs and financial goals.
Our firm was founded in 2002 to provide comprehensive fee-based wealth management services to corporate executives, professionals, business owners, and affluent individuals seeking investment advice. We utilize a team approach in analyzing and planning a client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based on your specific needs, circumstances, risk tolerance, and goals. The Founders of Harris Financial Advisors are Fiduciaries and Investment Adviser Representatives and have over 46 years of combined investment and planning experience.
