Understanding Roth conversions
July 15, 2021
Jamie Cox
Roth conversions can be an incredibly useful tool going into retirement, and we’re always on the lookout for times that a Roth …
Committed to Your Financial Independence
For the people of Harris Financial Group, nothing is more important than the success of our clients.
Our Services
We offer a comprehensive range of advising services to support our clients in every aspect of their financial lives.
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Financial Planning
Our financial planning process ensures our clients feel empowered to make informed, confident decisions about their financial future.
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Beneficiary Assistance
After a loved one’s death, we help beneficiaries navigate the challenging financial aftermath and prepare for the next steps in their lives.
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Tax Analysis & Planning
We emphasize tax analysis in our financial planning, considering the consequences of every decision, so that tax liabilities don’t weigh down your financial growth.
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Investment Management
Through our flexible approach, we will work with you to map out investments tailored to your goals and tolerance for risk.
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Retirement Planning
Retiring is easy. Staying retired is hard. We will be your guide to making sure that your retirement is the enduring, fulfilling experience you deserve.
Does my portfolio carry too much risk?
Our investment approach seeks sustainable growth while limiting our clients’ exposure to risk. Get a free assessment of your portfolio’s risk and learn whether it aligns with your financial goals.
Our Team
More of Our Team
James A. Cox
Financial Advisor
Jamie has spent his career helping clients retire from some of America’s most established companies, including Verizon, Philip Morris, Dominion, AEP, and Progress Energy. He is a frequent commentator on national media about the financial news of the moment.
Carl E. Beck, III
Financial Advisor
A former labor and employment lawyer, Carl believes in the Harris Financial Group approach, which prizes clear, responsive communications, teamwork, and a long-term view on investments. He says the proof is in the success of the clients the firm helps day after day.
Stephen M. Harrison
Financial Advisor
Steve once worked for one of the country’s largest fund families and values the opportunity to help clients weather market cycles with a level-headed focus and develop an investment approach that serves both their short-term needs and long-term goals.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck
Our Experience
Decades of experience applied to every aspect of your financial planning – from taxes and social security to retirement plans and investment.
Insights
Your Bitcoin questions answered
July 15, 2021
Jamie Cox
What is Bitcoin? Bitcoin was the first cryptocurrency created. A cryptocurrency is a digital currency or payment system that’s based in cryptography, …
Rebalancing, the Harris Financial Group way
June 23, 2021
Jamie Cox
How you combine assets in a portfolio is one of the most important tools advisors have to help clients reach their goals. …
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