Harris Finance

Harris finance llc

Bespoke Investment

for High Net Worth

Individuals and Families


You have built something you care about and you want it to be sustainable to protect your family's future. As your financial guide, we are well-versed in the challenges and opportunities you face. That’s why we help you through the complexity of your financial situation to create, implement and manage strategies designed to achieve your goals – personally and professionally. Our solutions capitalize on our deep resources and insightful analysis and are customized to your needs.
As your guide, we help you see all angles of the bigger picture – such as passing on a legacy to the next generation.

  • Business Sales and Valuations
  • Retirement Plans
  • Personalized Wealth & Investment Management for Business Owners
  • Risk Management
  • Banking & Lending Solutions through our affiliate Raymond James Bank
  • Insurance & Annuities
  • Estate Planning
  • Charitable Giving
  • Cash Management

We have extensive experience guiding generations of wealthy Clients, applying discretion and a consultative approach to managing the complexities of your wealth. We coordinate with other professional advisors, such as CPAs and attorneys, to ensure our service is in harmony with all aspects of your life.

We provide comprehensive financial planning, leading-edge resources and technology, research and specialized knowledge to address your needs and objectives.

  • Wealth & Investment Management
  • Banking & Lending Solutions through our affiliate Raymond James Bank
  • Insurance & Annuities
  • Legacy Planning  
  • Wealth Transfer
  • Risk Management



Harris Finance LLC, 1 Post Office Square, Boston, MA, 02109



(617) 302-7976


Our Principals of Practice:


An intimate wealth management boutique with global capabilities for high net worth families seeking close relationships with seasoned advisors who offer sophisticated financial guidance.

client driven

The most integral driver of our success over the years has been our client-driven mentality. We are trusted stewards of our clients’ family security, a responsibility we take very seriously.


A firm large enough to attract and nurture the industry’s sharpest professionals while maintaining the integrity of our personalized boutique roots.


The startup and small business marketplace is still a new and fierce frontier that requires legal advice from attorneys who are deeply entrenched in the particularities of venture financing. Our firm gives you an holistic approach, so your company can get the best competitive advantage.


An unwavering all-encompassing approach to financial services that seamlessly integrates every aspect of one’s financial life, focusing on maximizing long-term investment returns and safeguarding crucial elements important to the integrity and foundation of each family.

charitable giving

Deep insights into and uncompromising assessments of potential charitable giving opportunities. Unrivalled network within the nonprofit communities of Boston and New York. 


The stock market is filled with individuals who know the price of everything, but the value of nothing.
— Phillip Fisher


Let's Chat.

Use the form below to contact us regarding your enquiry. You may also email or call us to make an appointment.

For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.

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Please do not include confidential or sensitive information in your message. In the event that we are representing a party with opposing interests to your own, we may have a duty to disclose any information you provide to our client.