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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


Physicians and Health Care Providers


Attorneys including Large Firm, Government and In House Attorneys


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


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 





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