Committed to Your Financial Independence

For the people of Harris Financial Group, nothing is more important than the success of our clients.

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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.

  • 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.

  • 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.

  • 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.

  • Social Security Counseling

    We understand the intricacies and complexities of Social Security. We will identify your eligibility for benefits and help you file claims to receive the money you are owed.

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

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

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

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.

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Our Experience

Decades of experience applied to every aspect of your financial planning – from taxes and social security to retirement plans and investment.

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