Danielle Harrison

MBA, CFP®, CFT-I®™

Harrison Financial Planning

Founder and President

Danielle Harrison

MBA, CFP®, CFT-I®™

Harrison Financial Planning

Founder and President

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

Fee-Only financial planner located in Columbia, MO, serving clients locally and across the country.

Danielle Harrison is a Columbia, MO fee-only financial advisor serving clients locally and across the country. Harrison Financial Planning provides holistic financial planning and investment management to help busy professionals and business owners, those preparing for retirement, and those in retirement organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Danielle Harrison is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Danielle Harrison’s fascination with finance began before she even started kindergarten when she discovered the magic of compound interest while saving her birthday and holiday money in her passport savings account. In 5th grade when asked to draw what she wanted to be when she grew up, she didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, her father purchased her subscriptions to Money Magazine and Kiplinger (of which she was recently quoted in their June 2020 edition). Her investment philosophy may have changed substantially since that time, but her interest in financial planning never went away.

Prior to beginning her financial planning career she worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender.

As a financial planner, Danielle has been able to combine her love of finances and passion for helping individuals into a fulfilling career.

In her downtime, she spends her time with her husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, her two young sons, William and Alexander, and their dog, Carson.

Danielle Harrison has been awarded

Financial Planning Magazine's 2021 Rising Star Award 

Education

University of Missouri: Masters of Business Administration (MBA)

Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship

Certifications

CERTIFIED FINANCIAL PLANNER™ Professional

Certified Financial Therapist-I™ Professional

Community Involvement

Mobility Worldwide-Columbia, MO (Past Board President & Current Board Member)

Alzheimer’s Association-Greater Missouri (Past Board Member)

Heart of Missouri Girls on the Run (Past Board Treasurer)

Rotaract of Columbia (Past Board President)

Featured In

A comprehensive listing of Danielle's press mentions can be found here.

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

The National Association of Personal Financial Advisors (NAPFA) is a 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 Financial Planning is a fee-only financial planning firm based in Mid-Missouri and equipped to work with clients regardless of their geographic location. We focus on getting to know you on a personal level and strive to create long lasting relationships in order to help you navigate all of life’s many transitions. Our number one priority is to give you more confidence in your decision making and bring you peace of mind.

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

Contact Danielle Harrison

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Office Locations:

  • 303 N Stadium Blvd
    Ste. 200
    Columbia, MO 65203

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