Harris Financial Advisors, established in 2002, offers comprehensive fee-based wealth management services for business owners and individuals. The firm utilizes a team approach to analyze and plan clients' investment portfolios, estate plans, cash flow, income taxes, and retirement. With over 45 years of combined experience, the founders act as Fiduciaries and Investment Adviser Representatives, providing personalized service and objective planning. Clients appreciate the responsiveness, insight, and pleasure of working with the team, particularly noting their expertise in securing finances. Harris Financial Advisors is highly recommended for anyone seeking reliable guidance for their financial needs.
Cameron Swindler is great to work with! He’s extremely personable and understanding while also providing complete and knowledge answers and solutions for every financial situation. Highly recommend!
February 2026
I’ve had EXCELLENT service provided by Harris Financial Advisors! So helpful and easy to work with, I would 100% recommend them to anyone. Cameron Swindler was especially helpful when I had questions and needed help with my Simple IRA. Great guy and great company!
October 2022
Phil and Dini have been a great asset to our financial needs. Several of my family members entrust our financial needs, whether it’s for income, retirement or planning our future successes and hardships with them. They are responsive, insightful and a pleasure to work with in all areas to meet our needs. Highly recommended!!
