A complete list of active advisors currently associated with Harlig Financials

Warmer can help you find a great advisor at Harlig Financials or one who fits your needs even better.

Harlig Financials serves individuals and families, high-net-worth clients, institutions, and business owners, providing financial planning, investment management, and general financial consulting. The firm also offers educational seminars and distributes investment-related materials to clients and prospects. The firm takes a client-specific approach, constructing portfolios based on each client’s goals, time horizon, and risk tolerance and relies primarily on fundamental analysis with occasional tactical asset-allocation adjustments for long-term growth. Harlig Financials offers multiple engagement structures alongside a traditional AUM arrangement, including subscription and hourly consulting options to accommodate different client needs. Notable operational features include a small, single-principal structure with the principal bringing professional experience in strategic finance and advanced finance and law credentials. The firm typically does not aggregate trades, does not provide proxy voting services for client securities, and is deemed to have custody only to the extent of deducting advisory fees from client accounts.

To learn more about the advisors currently working at Harlig Financials, 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.