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HARPER FINANCIAL GROUP

HARPER FINANCIAL GROUP

Description

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How Does HARPER FINANCIAL GROUP Help Clients: Key Takeaways

HARPER FINANCIAL GROUP, comprised of a team of dedicated and experienced financial professionals, is committed to helping their clients achieve their financial goals. With a wide range of financial services and a personalized approach, HARPER FINANCIAL GROUP is a trusted partner for individuals, families, and businesses alike.

Facts and Insights

Established in 1995, HARPER FINANCIAL GROUP has been serving clients for over 25 years. They have a team of 8 advisors and 3 support staff, managing over $500 million in assets. With a 98% client retention rate, HARPER FINANCIAL GROUP prides itself on providing exceptional service and building long-term relationships with their clients.

Assets Under Management, Number of Advisors, and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 8 25 years

Financial Services Offered

HARPER FINANCIAL GROUP offers a comprehensive range of financial services to meet the diverse needs of their clients. This includes retirement planning, investment management, tax planning, estate planning, insurance, and more. Their team of experienced advisors works closely with each client to create a customized financial plan that aligns with their goals and risk tolerance.

Client Types

HARPER FINANCIAL GROUP serves a wide range of clients, including individuals, families, and businesses. They have particular expertise in working with high-net-worth individuals and affluent families, helping them navigate complex financial situations and plan for the future.

Fees & Compensation

HARPER FINANCIAL GROUP is a fee-only financial advisor, meaning they do not earn commissions from the sale of financial products. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of the assets they manage, and they also offer hourly and project-based fees for specific services.

Background

HARPER FINANCIAL GROUP was founded by John Harper, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. He has assembled a team of highly qualified and educated advisors who are dedicated to providing top-notch financial advice and exceptional service to clients.

Financial Advisor Disclosures to Know

HARPER FINANCIAL GROUP maintains full transparency and discloses all potential conflicts of interest to their clients. They abide by the fiduciary standard, meaning they always act in the best interest of their clients and place their clients’ interests above their own. They also have a strict code of ethics and do not engage in any activities that may harm their clients.

Company Information

Main Office

Mail Office

Other Information

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