Harris Financial Management is committed to offering flexible financial solutions in response to the changing needs and objectives of our clients. We consider a wide range of wealth-management options before creating the portfolio we feel is best suited to meeting a client's individual financial goals.
Choices include institutional portfolio management services, mutual funds, exchange traded funds (ETFs), tax-free and high-income accounts, and diversified accounts that include mutual funds, stocks and income securities.
Your objectives may include financing a comfortable retirement, paying for a child's education or a daughter's wedding, and/or other goals that will bring you satisfaction and peace of mind. We want you to feel secure that your aspirations are attainable. We take great pride in our sound, consistent, professional advice and service.
As a fee-based investment advisor, we charge only an asset-based management fee so that our compensation is directly linked to your investment performance.
Clients are provided with quarterly portfolio appraisals, which include a comprehensive performance history and a fee summary.
Whether you are building assets for the future or seeking to protect, enjoy, and pass on those you already have—Harris Financial is ready to help with sound, professional advice.