A complete list of active advisors currently associated with Harrison Financial Planning

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

Harrison Financial Planning serves individuals, high-net-worth households, and businesses and their employees, delivering comprehensive financial planning alongside discretionary portfolio management and standalone or hourly planning engagements. The firm provides a range of service formats—from individualized ongoing plans to one-time analyses—and works with employers to deliver employee-focused financial education and planning access. The firm emphasizes a long-term, passive investment approach that prioritizes diversified, tax-aware allocations using low-cost mutual funds, ETFs, bonds, and other broadly traded instruments, and typically implements portfolios under discretionary authority guided by customized investment guidelines. Financial planning is integrated with portfolio management, and the adviser routinely considers client holdings outside the managed accounts (for example, employer plans, real estate, and business interests) when forming recommendations. A distinguishing feature is the firm’s regular delivery of educational seminars and hands-on workshops, and a structured employer service that can combine group education with block or one‑on‑one planning sessions for employees—services the firm describes as educational rather than sales-focused. The firm also reports a relatively small client roster for its level of assets under management, reflecting a concentrated client base and a practice that includes specialized offerings such as divorce financial consultation and employer-sponsored planning.

To learn more about the advisors currently working at Harrison Financial Planning, 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.