Fiduciary Financial Planner for Business Owners
Simplified Financial Planning for Your Family Business. We help family businesses create and execute financial strategies and achieve their long-term goals.
In The News
Only 30% of Family-Owned Businesses Pass to a Second Generation.
We are on a mission to change that. Whether you’re just getting started, thinking about your exit plan, or looking to pass your business on to the next generation, we can help.
Financial support that’s 100% focused on your success.
Harper Financial is a fiduciary financial planner for business owners, which means we do what’s best for you, even if it makes us less money. We will always be honest about every financial decision's pros, cons, and long-term impact.
Here’s how we help you meet and exceed your financial goals:
Tax and Cash Flow Planning
Strategic Financial Advice
Retirement Planning
Estate and Succession Planning
Insurance Planning
Investment Management
Business Exit Planning
Why Choose Harper Financial?
Harper Financial is a family-owned business on a mission to help business owners like you achieve long-term success.
- Personalized Service: We tailor our services to meet the specific needs of your family business.
- Expert Guidance: Our experienced team offers strategic advice without the jargon.
- Client-Centered Approach: We prioritize your best interests in every recommendation we make.
We are 100% committed to doing what's best for you.
If it's not good for you, we will tell you. We won't recommend a strategy, expense, or investment just to line our pockets.
Our team will help you make smart financial decisions with long-term benefits without overwhelming you with jargon or unnecessary information.
We are here to support your dreams, so we promise you’ll always have the final say.
Ready to take charge of your financial future?
Book a free consultation today and discover how we can help your family business thrive for future generations.
Harper Financial is a family business, and we understand the unique challenges you face every day.
I’m Garrett Harper, CFP, ChFC, founder of Harper Financial Strategies. Like you, I’m a family business owner committed to leaving a legacy in my personal and professional life.
In college, I started my very first business, a landscaping company, and discovered owning my own business was incredibly rewarding.
After successfully selling my landscaping company in 2009, I realized I wanted to help other business owners achieve long-term stability.
I joined a large insurance company, eager to make a difference in people’s lives. However, I was constantly pressured to sell products rather than always do what was truly in the client’s best interest.
Integrity has always been important to me, and this was not how I wanted to do business.
It became clear that I would need to strike out on my own again if I wanted to serve people in a way that aligned with my values.
In 2022, I took a leap of faith and founded Harper Financial Strategies, LLC. As an independent Registered Investment Advisor (RIA) firm, I could finally ensure that my clients received the best advice, free from third-party interests.
But more than that, I discovered I could provide the customized, deeply personal support my clients deserved,
Fast-forward to today and every single day, I get to serve people ethically and provide the fiduciary financial planning advice they need to make the best decisions.
I Keep My Client List Small to Ensure You Get the Time and Attention You Deserve
Let’s talk about how to make your business dreams come true.
When I’m not supporting clients, my life is wonderfully enriched by my incredible wife of over 20 years, Humbelina, and our four beautiful children: Joaquin, Sofia, Aurora, and Adelina.
They are the driving force behind everything I do, and together, we embrace our shared passion for exploration and adventure. As a family, we love to create unforgettable family trips to discover new places together.
I Love Making Memories with My Family, Which Is Why I Want You to Have a Healthy and Financially Stable Business.
You have my word: our team will create client-centered financial solutions for every stage of your business journey.
Take the first step towards securing your financial future with a free strategy session.
When you submit some basic info on your finances, I’ll personally offer feedback and recommend your next step.
