HARRIS FINANCIAL SERVICES, INC.

Overview

Harris Financial Services, Inc. is a small, privately owned advisory firm that focuses on portfolio management for individuals, families and small businesses. The firm runs a discretionary asset management practice and favors equity-oriented portfolios; exchange-traded equities are its single largest allocation. Fee arrangements include a percentage of assets under management and hourly charges, which supports both ongoing advisory relationships and project-based work for clients who prefer limited engagement or financial planning by the hour. The firm is not positioned as a multi-state adviser or a pension consultant and does not self-identify as an active ESG investor. It uses third-party managers for non-core exposures rather than acting as a capital allocator, indicating a blend of direct, publicly traded instruments and outsourced expertise for alternative strategies.

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Location & Offices