top of page

D.R. Harris & Co. maintains divisions for the following employment groups and life stages.  Although these divisions have their own names they operate under the umbrella of D.R. Harris & Co.  Our reason for placing these in separate divisions is that these groups' financial needs are highly specific to their career arc and financial situation.  We believe their needs are unlike any other group.

 

Divisions for certain occupations

 

Executives, Managers, and Future Managers

http://www.managementfamilyadvisors.com

 

Physicians and Health Care Providers

http://www.physicianfamilyadvisors.com

 

Attorneys including Large Firm, Government and In House Attorneys

http://www.attorneyfamilyadvisors.com

 

Divisions for life stages and transitions

 

Clients transitioning from a growth orientation and saving, to retirement income and managing down their assets after they leave the work force

http://www.seniorassetmgmt.com

 

Clients whose family has recently suffered a death or divorce of a partner who handled the money issues and need help understanding how to invest and financially plan for their needs

Transition Asset Management 

 

 

 

 

bottom of page