Harrison advises individuals, professionals and business owners on their investment management and financial planning needs. Having a mindset that each client is unique, Harrison provides comprehensive financial plans based on their individual goals. While he covers many areas as a financial planner, he specializes in investment and risk management, retirement planning, college planning and overall comprehensive financial planning. He currently services a growing clientele from many different industries consisting of real estate
professionals, pharmaceutical and sales executives, doctors, engineers, teachers, electricians, retirees, growing professionals and many more.
Harrison holds the professional designation of CERTIFIED FINANCIAL PLANNER™. As a CFP® professional, he is required to put the client’s best interests ahead of his own at all times and provide his financial planning services as a fiduciary. He has also earned his Series 7 registration held with LPL Financial and the Series 66 registration held with Wealthcare Advisory Partners, LLC, as well as his life,
accident and health licenses.
When he’s not in the office, Harrison enjoys spending quality time with family and friends, trips to the shore and the mountains. He is an active member of the Wissahickon Ice Hockey Club and helps promote youth hockey in the local community.