A complete list of active advisors currently associated with Harlan Financial LLC

Warmer can help you find a great advisor at Harlan Financial LLC or one who fits your needs even better.

Harlan Financial provides investment advisory and related planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. Services described in the brochure include investment management through third‑party turnkey platforms, financial planning and consulting, retirement plan services, pension consulting, educational seminars and a subscription financial advisory service for non‑investing clients. The firm’s investment approach emphasizes long‑term, broadly diversified portfolios constructed primarily with ETFs and no‑load mutual funds and implemented through third‑party managers (Discipline Wealth Solutions and Efficient Advisors). Harlan Financial delegates discretionary trading to those managers, monitors adherence to strategy and performance, and conducts at least annual client reviews with periodic rebalancing to maintain target allocations. Compared with many solo independent advisers, Harlan Financial documents a focused role in retirement‑plan work—providing written plan assessment reports that benchmark plan performance, fees and participation and that explicitly include insurance information—and offers pension consulting and plan implementation services. The brochure also notes the firm provides educational workshops for groups and advice on insurance and other non‑securities matters, and that it operates via third‑party asset management platforms rather than managing all assets in‑house.

To learn more about the advisors currently working at Harlan Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.