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So, how does this work out in advantages you may enjoy while working with Harris & Associates? In a word, “Confidence.” No one can guarantee investment returns. Markets will fluctuate, but integrity does not.

Working with Harris & Associates you will get objective personalized advice. We listen and seek to understand your situation and your wishes. If your expectations are unrealistic we will tell you and try to explain why. If your objective does not match your needs, we will try to point out what may be in your long term best interests.

[1] Nearly unique to have a CFP Advisor, like Dave Harris, who holds Master’s Degree in Ethics from Princeton and PhD in Ethics & Society from University of Chicago.

[1] Stats from CED Citation

[1] Our ETM Reporting method is proprietary to our firm and used nowhere else.

[1] Stats 

But ultimately the decision is yours. It’s your money, your future and we are only the advisor. The desire to give up responsibility for financial decisions has led to many unhappy results. It is the preferred realm of those who might seek to take advantage of others. Instead, our best clients seek our advice, learn from us, and forge their best strategy.