A complete list of active advisors currently associated with S Harris Financial Group, LLC

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

S Harris Financial Group is an SEC‑registered advisory firm that serves individual and high‑net‑worth clients as well as retirement plans. The firm offers discretionary investment management, comprehensive wealth management, standalone financial planning, retirement plan advisory (including acting as a 3(38) fiduciary), and insurance consulting through a third‑party platform. The firm’s investment approach is primarily long‑term and combines fundamental and technical analysis across individual equities, ETFs, mutual funds, bonds and options, while allowing shorter‑term trades for rebalancing or client cash needs. SHFG emphasizes client education and ongoing personal contact—providing participant enrollment and education tracking for retirement plans and offering seminars/workshops as part of its client service mix. What distinguishes the firm from many peers is the combination of specialized services and team credentials: it provides Certified Divorce Financial Analysis and mediation/litigation support, uses a third‑party DPL platform to access fee‑based insurance solutions, and maintains multiple advanced professional designations (CFP, CDFA, CIMA) across its advisors. With six advisors managing roughly $404 million for about 247 clients, the firm blends comprehensive planning, plan participant education, and divorce‑financial specialization in a single team.

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