At Harris Douglas, we know that when your wealth is at stake, it’s not just money. It’s your retirement, your kids’ education and the comfort of your parents as they age. Our highly personalized, holistic approach to managing your wealth will give you complete confidence in your financial future.

How we’re different.

We offer financial planning by the same people who manage your wealth. We also work alongside your other professionals to give us a more comprehensive and more timely understanding of all your needs and goals. That means your customized plan will keep evolving to always be the best it can be for you.

Our Founders

We put our money where our mouths are: we invest all of our money in the same portfolios we invest your money.

Who We Are
Head shot of Paul Harris

Paul Harris

CFA

His proven track record over more than 30 years in the investment industry gives him experience clients can count on.

Head shot of Stephanie Douglas

Stephanie Douglas

CIM® CFP®

As a rising talent in the industry, she’s a triple threat who excels at client relationships, financial planning and investing.

*These services are exclusive to clients with at least $500k in investment assets and include annual individual tax return filing and a one-time maximum of $2,000 towards a Will and Powers of Attorney. Harris Douglas reserves the right to modify or terminate the availability of such services without notice.