Bruce H. Harrison

Bruce H. Harrison

| CFP®

Harrison & Co Wealth Management, LLC

(540) 204-9310

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Fee-Only Financial Planner located in Roanoke, VA and serving the entire Roanoke, Salem, and Lynchburg area, and clients across the country.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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2008 Stephenson Ave SW
Roanoke, VA

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Bruce Harrison is a Roanoke, VA Fee-Only Financial Planner serving Roanoke and all surrounding areas. Harrison Co Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Bruce Harrison is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Bruce H. Harrison received his B.S.M. in Finance from Tulane University in New Orleans, LA and has earned both the Certified Trust Financial Advisor and Certified Financial Planner© professional designations. Before starting Harrison & Company, Bruce worked as a Wealth Management Advisor at Merrill Lynch for six years after a 15 year career in banking including positions at Mellon Bank and SunTrust as a Bank Vice President, Trust Officer and Wealth Manager.

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Harrison & Company Wealth Management is a privately owned professional firm that was launched in 2009 when our founder, Bruce Harrison launched the organization after a successful career at two national trust companies and a Wall Street firm. Bruce believed that the time had come for a new kind of Wealth Management firm — one that offered the full range of resources, services and intellectual capital of leading Wall Street firms combined with the exacting professional standards and ethical conduct required of Attorneys, Doctors, and CPAs.

Harrison & Co. was established as a fee only investment management firm. By foregoing commissions, revenue sharing arrangements and sales incentives, clients and advisors can finally work in a collaborative manner. Harrison & Co. has no parent company obligations nor any ties to any mutual fund, insurance company, bank, or brokerage firm. Our work and advice are solely driven by our desire to develop strategies and guidance that enables our clients to achieve financial prosperity and security.

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