A complete list of active advisors currently associated with Share and Harris, L.L.C.

Warmer can help you find a great advisor at Share and Harris, L.L.C. or one who fits your needs even better.

The firm provides investment advisory and financial planning services primarily to individual clients, offering tailored planning, quantitative analysis, and written investment guides. As an accounting practice that expanded into advisory work, it frames its services around comprehensive financial-planning engagements rather than institutional or fund-based offerings. The brochure describes a stepwise planning process—initial data gathering, analysis and projections, followed by meetings to finalize a plan—and notes assistance with implementation through review of investment proposals and coordination with other professionals. Fees for these planning engagements are presented as flat engagement fees billed as services are performed, with future updates treated as separate engagements. What distinguishes the firm from many peers is its origin and oversight as a certified public accounting practice and its adoption of a Personal Financial Specialist–oriented code of ethics, aligning tax and planning expertise with advisory work. The firm’s materials emphasize individual portfolio management and planning rather than operation or management of private investment funds.

To learn more about the advisors currently working at Share and Harris, L.L.C., 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.