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About Us

Preparation to Pursue the Success You Desire

We are committed to doing more than sharing great advice with you. We believe that our responsibility extends to helping you learn more about what we recommend and why we think it's essential. We know that well-informed clients will make confident, educated decisions to get them closer to the results they seek.

Identifying and Navigating Your Unique Risks

Identifying and Navigating Your Unique Risks

At Harris and Davis, we focus on the unique risks that may endanger your financial well-being. Each client has distinct concerns, goals, and circumstances that will respond differently to external conditions. We examine your specific risks so we can provide insights into ways to reduce and remediate those challenges.

Honoring Your Trust in Us

Honoring Your Trust in Us

Most of our new clients come to us as referrals from current relationships. We are honored by the faith and trust that our clients have in us, and their confidence increases our determination to provide exceptional care to every advisee. The new connections that we can develop as a result form the foundation of our success.

Our Core Values

Our guiding principles and fundamental beliefs:

Understanding Your Vision and Values

Understanding Your Vision and Values

We spend time getting to know you so we can better understand what's most important to you. We can foster your vision more effectively because we genuinely appreciate your values and aspirations. You can count on Harris and Davis to design a strategy that leads you toward achieving those goals and honoring your values.

Paving the Way to Your Retirement Success

Embarking on the journey towards your desired financial future commences by pinpointing your objectives and comprehending the specific risks that pertain to you. Harris and Davis is prepared to assist you in achieving a smooth transition into retirement.

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About Cetera/Pershing

Who We Work With

Harris and Davis proudly serves educators, individuals and families, pre-retirees and retirees, as well as business owners.

Who We Work With

Our Approach

We combine education with expertise so you see the strategy behind our advice, enhancing your confidence and trust.

Our Approach

Our Team

Our team values your trust in us and works hard to sustain your confidence in our advice and educational objectives.

Meet the Team