A complete list of active advisors currently associated with Harper Financial Group

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

H.G. Harper Financial Group LLC provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses, and the brochure reports managing approximately $4.8 million in discretionary assets for about 33 clients (as of August 18, 2014). Services described include investment supervisory services, financial planning and periodic reporting, with separate tax preparation and limited-scope hourly planning engagements available. The firm’s investment approach uses strategic asset allocation with a core-and-satellite structure, employing passively managed index funds and ETFs as the core and selectively adding actively managed funds as satellites, and portfolios are globally diversified to manage market risk. Client objectives are documented in Investment Policy Statements, the adviser typically accepts discretionary trading authority under a limited power of attorney, and trades are executed through discount brokers and qualified custodians. The brochure discloses an affiliation with an accounting firm (Harper CPA Group PC) and that the principal holds CPA/PFS/CFP credentials and provides tax preparation services, an integrated accounting–advisory relationship that is uncommon for independent solo advisers. It also notes the principal is licensed to sell insurance and may receive commissions for insurance sales while elsewhere characterizing the firm as fee‑only, a dual disclosure prospective clients may wish to clarify.

To learn more about the advisors currently working at Harper Financial Group, 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.