A complete list of active advisors currently associated with HIGHLAND Financial Advisors, LLC

Warmer can help you find a great advisor at HIGHLAND Financial Advisors, LLC or one who fits your needs even better.

HIGHLAND Financial Advisors provides financial planning and investment advisory services to individuals and families, high‑net‑worth clients, and institutional clients including pension and profit‑sharing plans, trusts, and endowments. The firm offers wealth management, investment management, and ERISA 3(38) fiduciary services and manages roughly $640 million on a discretionary basis. The firm’s investment process centers on developing an Investment Policy Statement and using strategic asset allocation consistent with Modern Portfolio Theory as the primary driver of portfolio outcomes. Security selection is guided by fundamental analysis, diversified exposure through no‑load mutual funds and ETFs, periodic rebalancing, and attention to tax‑aware asset location across client accounts. HIGHLAND is notable among peers for its affiliation with an accounting practice through an advisor who is a licensed CPA and provides part‑time tax services, enabling closer coordination of tax and investment planning. The firm also runs seminars and a structured, non‑advisory educational program for newly independent women on financial issues related to divorce, taught by a Certified Divorce Financial Analyst.

To learn more about the advisors currently working at HIGHLAND Financial Advisors, 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.

You can also browse HIGHLAND Financial Advisors, LLC's office locations.