Harris Financial Consulting, PLLC
Maximizing your impact and efficacy through exceptional financial stewardship, advisement, and agency.
Why Harris Financial Consulting?
We are a fee-only, fiduciary Registered Investment Advisor (RIA), so you can be confident in our professional integrity and our commitment to your success.
Financial Consulting
Expertise. Guidance. Professionalism.
We're here to help you get the job done quickly and efficiently.
Open a Corporate or Accredited Investor Account
For Businesses, Nonprofit Organizations, and Accredited Investors with $250,000+ in investable assets.
Not ready for a corporate/ accredited account? Other options are available.
Drafting Your Investment Policy Statement (IPS)
Find out how we design the IPS, and why every investor needs to have one.
Funding Philanthropy
Provide financial support for existing organizations, or establish your own.
Did you know?
Approximately 75% of small to mid-sized businesses in the US participate in charitable giving, and 65% of large companies offer matching gift programs when their employees donate to charities.
Exit Planning Strategies & Analysis
Client Transfers, Transitional Partnerships, and Direct Buy-Outs
Did you know?
Approximately 73% of financial advisors in the US do not have a succession plan, including those who are planning to retire as advisors, and those who are changing careers or leaving the industry.