EDWARD HARO FINANCIAL, LLC

Overview

Edward Haro Financial, LLC is an independent registered investment adviser operating as a limited liability company under individual ownership. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and also works with some institutional clients. Fee arrangements include percentage-of-assets, hourly charges and fixed fees, which suggests a mix of ongoing advisory relationships and project-based planning work. From an investment posture, the firm tilts toward publicly traded equities — both individual stocks and exchange-traded products — while supplementing core equity exposure with mutual funds and annuities where appropriate for client objectives. Edward Haro Financial, LLC is not positioned as an active ESG investor and does not present itself as a multi-state or pension consultant adviser; it relies on traditional wealth management solutions and selected third-party alternative managers for non-public allocations.

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Location & Offices