Helping families build a better life, legacy, and community.

Holistic Planning

Creative Solutions

Trusted Advisors

*The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Helping families build a better life, legacy, and community.

Harrison Financial Services is a premier financial planning and wealth management firm serving decision makers, affluent families, private family offices, and foundations. The team of 16 professionals work with clients to develop a comprehensive financial plan which defines their most important goals while coordinating with their attorneys, accountants, and insurance and investment advisors. When working with the Harrison Financial Services team you have a life-long financial partner that will be here through your retirement and beyond.

The Harrison Financial Services team focuses on providing an innovative approach to financial planning while developing deep interpersonal relationships. The team's mission is to be at the center of their clients' lives.

Community Impact: Together We Will Make a Difference

Harrison Financial Services meets Liz Scott Founder of Alex's Lemonade Stand
Jack, JoAnne, and Kate had the special opportunity to meet Liz Scott, Founder of Alex's Lemonade Stand Foundation. Click here to learn more about the special event in Omaha.
Harrison Team photo