Mary Harris, CFP®
As professional wealth managers, our clients benefit from decades of investment experience and access to institutional-level investments through our partnership with Charles Schwab. We manage trust portfolios, as well as IRAs, Roth IRAs, profit sharing and 40lk portfolios to meet each client’s and family’s unique circumstances.
As an independent, fee-based, RIA firm, we serve in a fiduciary capacity, partnering with our clients and placing their interests ahead of our own. Our professional advisors hold either the CFP® or CFA designation.
At HFA, we continually focus on estate and income tax-reduction strategies, as well as best practices for education funding and charitable giving. Our work in selecting the right pension option and optimizing Social Security strategies has proven to be the cornerstone of many successful retirements.
For 23 years, Harris Financial Advisors has delivered clear financial analysis and personal advice in a confidential, friendly environment.