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.

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Our Founders

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

Meet The Team
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.