Our Values

Harriman Financial stands committed to serving our clients with unwavering dedication. Our pride stems from a long legacy of exceptional service, bolstered by a strategic vision to ensure continued excellence in the years ahead. Rooted in our core values, every action we take is guided by our commitment to serving you

Independence

At Harriman Financial, our status as an independent financial advisory firm means we’re not tied to any home office mandates or sales targets. Our sole dedication rests on our clients’ needs, working tirelessly to help them realize their aspirations.

Transparency

We’re committed to delivering impartial advice and complete transparency. Understanding how we’re compensated is fundamental, regardless of the solutions we propose. Your understanding matters, and we’re always available to discuss investment processes, holdings, or strategies.

Simplicity

Navigating the financial landscape can be complex, but at Harriman Financial, we strive to simplify it. Through clear language, consistent communication, and prompt responses to queries, we aim to present information in an easily understandable manner.

Kindness

In a world that often seems devoid of kindness, our aspiration at Harriman Financial is to be a beacon of compassion and grace, especially during challenging times. We aim to be recognized not just for financial expertise but also for our commitment to kindness in all interactions.

Getting the Most Out of your Advisor Relationship

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Harriman Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, ME, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Harriman Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Harriman Financial