Mary Harris

CFP®

EP Wealth Advisors

Senior Wealth Advisor

Mary Harris

CFP®

EP Wealth Advisors

Senior Wealth Advisor

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Mary Harris, CFP®

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Mary Harris is a Torrance, CA fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mary Harris is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Mary Harris is a senior wealth advisor with EP Wealth Advisors. Mary believes that successful wealth management is the perfect marriage of skilled financial problem solving and human caring and kindness for one another. During her career, Mary has especially enjoyed working with women in transition, as she can personally relate with many of their life changing situations. Mary is originally from Colorado, graduated from the University of Colorado at Boulder, and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Before joining EP Wealth, Mary served as founder and president of Harris Financial Advisors, Inc. During her 28 years of leading that firm, she was responsible for all facets of running a complex, growing business focusing on investment portfolios and advanced financial planning. She is currently active on three foundation boards and is a member of the Torrance Memorial Board of Trustees. In her spare time, she looks forward to enjoying more of her favorite “Gs” – Grandkids, Golf and Gardening.

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

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

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

Contact Mary Harris

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 21515 Hawthorne Blvd.
    Suite 1030
    Torrance, CA 90505

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser