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

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

Harris Wealth Management serves individuals (including high‑net‑worth clients), trusts, qualified retirement plans, charitable organizations, corporations and small businesses, providing investment management, financial planning, and participant education for employee benefit plans. The firm offers both discretionary and non‑discretionary portfolio management, prepares written investment policy statements, and delivers periodic performance reporting to clients. The firm’s investment approach is long‑term and asset‑allocation driven, grounded in Modern Portfolio Theory and implemented mainly through broadly diversified, passively managed mutual funds (including Dimensional Fund Advisors funds). HWM uses tools such as Monte Carlo analysis to inform planning, delegates fixed‑income management and back‑office functions to third‑party managers and service providers, and conducts regular (at least quarterly) account reviews. Distinctive aspects include a relatively large multi‑office footprint (six offices) for a three‑adviser practice, which is uncommon for firms of this size, and an affiliation with an accounting firm (Sorren, Inc.) whose associated persons provide compliance and tax services and share facilities with HWM. Firm leadership includes credentialed CPAs with Personal Financial Specialist designations, and the brochure states clients are under no obligation to use the affiliated accounting services.

To learn more about the advisors currently working at Harris 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.