About HARPER FINANCIAL STRATEGIES, LLC
HARPER FINANCIAL STRATEGIES, LLC is a reputable financial firm that has been serving clients for over 20 years. Led by a team of experienced financial experts, the firm is committed to providing personalized financial strategies tailored to each client’s unique needs and goals. With a wide range of financial services and a client-first approach, HARPER FINANCIAL STRATEGIES, LLC has become a trusted resource for individuals, families, and businesses seeking expert financial guidance and support.
How Does the Advisor Help Clients – Key Takeaways:
At HARPER FINANCIAL STRATEGIES, LLC, the client’s success is always the top priority. The firm’s advisors work closely with each client to understand their financial goals, risk tolerance, and unique circumstances. Using a comprehensive approach, the advisors at HARPER FINANCIAL STRATEGIES, LLC create customized financial plans that are tailored to fit each client’s needs and objectives. These plans include investment management, retirement planning, tax strategies, estate planning, and more.
Facts and Insights:
Here are some key facts and insights about HARPER FINANCIAL STRATEGIES, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20 years |
Financial Services Offered:
HARPER FINANCIAL STRATEGIES, LLC offers a variety of financial services to help clients reach their goals and achieve financial success. These services include:
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
- Education planning
- Insurance planning
- And more
Client Types:
HARPER FINANCIAL STRATEGIES, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- And more
Fees & Compensation:
HARPER FINANCIAL STRATEGIES, LLC operates on a fee-only basis, meaning that the firm’s advisors are only compensated by the fees clients pay for their services. As a fee-only firm, there are no hidden fees or commissions, ensuring that the advisors act in the best interest of the client.
Background:
HARPER FINANCIAL STRATEGIES, LLC was founded in 1999 by John Harper, a seasoned financial advisor with over 30 years of experience in the industry. The firm has since grown to include a team of advisors who are dedicated to helping clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know:
As a fiduciary, HARPER FINANCIAL STRATEGIES, LLC is committed to acting in the best interest of their clients and providing transparent and ethical financial advice. There are no legal or disciplinary actions against the firm or its advisors, ensuring that clients can trust their financial decisions are being made with their best interests in mind.