How We Help
We determine where you are now, your values and the specific objectives you want to accomplish, so we can help you experience what matters most.
We customize and personalize your strategy. Making certain your finances match your values and objectives.
Most importantly, we implement your strategy and keep it current. We’re here to guide our clients’ financial journeys.
Who We Are
Harrison is a Registered Investment Advisor and Certified Public Accountant with 3 decades of experience in public and private accounting. Ask Harrison about…living with his family in Spain, raising boy/girl twins, and traveling with pets.
In 2007, Harrison formed Harrison Lazarus Advisors to provide comprehensive financial strategies based on academic research and financial science to a select group of families. Acting as your personal CFO, our advisors collaborate with best-in-class experts (including estate, insurance, investment, and tax) to implement strategies that address even the most complex situations.
What We Know
1) To Reduce Complexity. While there’s a virtually never-ending availability of information on the internet, having the information doesn’t mean consumers know what to do with it