For the people of Harris Financial Group, nothing is more important than the success of our clients.
We offer a comprehensive range of advising services to support our clients in every aspect of their financial lives.
Our financial planning process ensures our clients feel empowered to make informed, confident decisions about their financial future.
After a loved one’s death, we help beneficiaries navigate the challenging financial aftermath and prepare for the next steps in their lives.
We emphasize tax analysis in our financial planning, considering the consequences of every decision, so that tax liabilities don’t weigh down your financial growth.
Through our flexible approach, we will work with you to map out investments tailored to your goals and tolerance for risk.
Retiring is easy. Staying retired is hard. We will be your guide to making sure that your retirement is the enduring, fulfilling experience you deserve.
Our investment approach seeks sustainable growth while limiting our clients’ exposure to risk. Get a free assessment of your portfolio’s risk and learn whether it aligns with your financial goals.
Jamie has spent his career helping clients retire from some of America’s most established companies, including Verizon, Philip Morris, Dominion, AEP, and Progress Energy. He is a frequent commentator on national media about the financial news of the moment.
A former labor and employment lawyer, Carl believes in the Harris Financial Group approach, which prizes clear, responsive communications, teamwork, and a long-term view on investments. He says the proof is in the success of the clients the firm helps day after day.
Steve once worked for one of the country’s largest fund families and values the opportunity to help clients weather market cycles with a level-headed focus and develop an investment approach that serves both their short-term needs and long-term goals.
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Decades of experience applied to every aspect of your financial planning – from taxes and social security to retirement plans and investment.
October 6, 2023
One of the main topics in financial news these days has been the significant rise in interest rates over the past two years. In an effort to seek better returns, many investors chose to invest in the stock market, even if they were somewhat uncomfortable in doing so. So what about now, with yields significantly higher than they have been in recent memory?
May 12, 2022
The first four months of 2022 have been extremely challenging for investors. In fact, this is one of the worst starts to …
March 22, 2022
When you’re building a portfolio of investments, it’s important to make sure it’s diverse. We’ll explain why that is in detail, but …
