^{About Us}
Financial Guidance That Feels Like a Partnership

^About
Let's Skip the Formalities

Are you tired of being just a number or not receiving personalized service from the behemoth financial services company that assigns you to a call center or a new trainee? Your financial path is worth more than a robo call or someone who has absolutely no idea about your hopes and dreams. Period. My practice is founded on four very important principals. Communication. Stewardship. Transparency. Family.

^{Our Mission}
How We Work

There are four pillars that make up the foundation of my financial practice. These pillars are Communication. Stewardship. Transparency. Family.

Communication

My goal is to find your preferred ways of communication and implement them to your specific needs. I promise to stay in regular contact with you thorough good times and bad times in the financial markets. I firmly believe in the power of technology to make communication more efficient. I provide compliance approved texting, Zoom, FaceTime, and eMoney to provide state of the art communication tools with our clients. I also send out monthly newsletters on timely financial topics and share amazing content from Osaic's award winning market research team.

Stewardship

I understand that you have many choices when it comes to working with a financial professional. I also realize what a big decision it is to entrust someone to help guide you with making decisions about the money you work hard to earn for your family. Honesty is the single most important principal I follow in my daily interactions with my clients. If you hire me in an advisory capacity, it is my duty to act in a fiduciary capacity. I approach every client relationship with a servant's heart. My number one job is to be a trusted advisor that you can feel confident knowing your best interests are the top priority in everything I do.

Transparency

I also firmly believe in keeping fees low so more of your money works harder for YOU. My goal is to earn an honest living, and provide exceptional customer service at a fair price. In turn, more of your money is working for the most important person....YOU. There will never be any question about how I get compensated or how much you are charged for my services. Additionally, I use some state of art technology to provide you a very clear picture of what you're invested in and the fees associated.

Family

My promise is to treat you like family. I want you to feel comfortable in every step of the process. Financial topics can be very confusing and landscape is constantly changing. Because of this, I encourage you to ask as many questions as you would like. I want to be your trusted advisor that cheers you on through various stages of life, in good times and in challenging times. I encourage authentic dialogue on how you're feeling about your financial health so we can create a roadmap that will instill confidence towards achieving your goals.

^{Meet The Team}
The People Behind the Plan

We'd love the chance to introduce ourselves. Get to know the team, how we got here, and why we love the work we do.

Joel Harris

Financial Advisor

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Let's See If We're a Good Fit

No pressure, no obligations — just a real conversation about where you are and where you'd like to go. We'd love to hear your story.

Let's Build Your Plan

About UsFinancial Guidance That Feels Like a Partnership

AboutLet's Skip the Formalities

Our MissionHow We Work