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 individuals, high‑net‑worth families, and retirement plans. The firm provides discretionary investment management and wealth management services, along with standalone and ongoing financial planning, insurance consulting through a third‑party platform, Certified Divorce Financial Analysis, and 3(38) retirement plan advisory services. The firm’s investment process is primarily long‑term and combines fundamental and technical analysis to build diversified portfolios of individual stocks, ETFs, mutual funds, bonds and options, with periodic rebalancing and the option to use independent managers or cash hedges. SHFG emphasizes continuous personal contact, individualized portfolio restrictions, and written planning deliverables when retained for financial planning or project‑based consulting. Compared with many team firms, SHFG highlights education and participant outreach as part of its service mix — including retirement plan participant enrollment and education tracking and access to insurance‑education resources via a third‑party platform. The firm also offers specialized divorce‑related financial consulting with mediation or litigation support and operates with multiple credentialed advisors (CFP, CDFA, CIMA) managing approximately $404 million in discretionary client assets across a six‑advisor 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.