A complete list of active advisors currently associated with Harper Wealth Management LLC

Warmer can help you find a great advisor at Harper Wealth Management LLC or one who fits your needs even better.

Harper Wealth Management LLC offers ongoing portfolio management and financial planning services primarily to individual and high‑net‑worth clients, supplying investment policy statements and typically managing accounts on a discretionary basis. The firm is newly registered (January 2026) and reported no assets under management as of its filing. The firm describes an investment process that combines cyclical analysis and modern portfolio theory, using both long‑ and short‑term trading to implement strategies tailored to each client’s IPS and risk profile. HWM generally recommends ETFs (including precious‑metals sector ETFs), mutual funds, fixed income, annuities and non‑U.S. securities, and provides retirement‑account fiduciary advice when applicable. A noteworthy aspect of HWM is its stated practice — uncommon among peer investment managers — of selecting and monitoring third‑party managers or other advisers (TPMs) to manage client assets, with the firm retaining oversight while TPMs may provide back‑office platform services. The brochure also discloses features that could shape client work: access to third‑party estate‑document software, the firm’s primary representative holding multiple retirement and senior‑planning credentials, and that representative’s ongoing insurance agency activity, each accompanied by policies and disclosures intended to address related conflicts.

To learn more about the advisors currently working at Harper Wealth Management 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.