Bruce Harrison

CFP®

Harrison & Co Wealth Management, LLC

Financial Advisor

Bruce Harrison

CFP®

Harrison & Co Wealth Management, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bruce Harrison, CFP®

(540) 204-9310

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

Bruce Harrison is a Roanoke, VA fee-only financial planner. Harrison & Co Wealth Management, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bruce Harrison is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Bruce Harrison is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Bruce Harrison is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Bruce Harrison is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Bruce Harrison

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Office Locations:

  • 2008 Stephenson Ave SW
    Roanoke, VA

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