Harness Advisors

People who know our firm would agree that fundamentally, we are in the business of building long-term relationships for the betterment of our clients. Of course, we offer financial planning, insurance, investments and other financial services – after all, that is our business - but what we do is secondary to why we do it in the first place. Our primary objective is to help people accomplish the important goals in their lives.

How do we do it? By taking a genuine interest, having real (sometimes tough) conversations with our clients, and then helping take the necessary steps to move forward.

There’s no magic to it. Just sound advice that is custom-tailored to individual needs, plus some good old-fashioned caring for the neighbors, colleagues, friends and family we are also fortunate enough to call our clients.