OUR SERVICE AREAS
How We Can Help
Select your situation below to learn more about how our team can help you achieve your financial goals.
Individuals & Families
From managing your investments to planning for retirement, our team of CPAs and Financial Advisors are here to help. Services include tax planning, financial planning, investment advice, and more.
Your company retirement plan is critical to attracting and retaining employees. It is also a significant source of liability if managed incorrectly. From provider selection to plan investments, our team is here to help.
About our firm
Learn what sets Harman Rogowski & Associates apart from other investment advisory firms.
We take a fiduciary oath to serve your interests first. Our advice is conflict-of-interest free and impartial.READ MORE
Advisors & CPAs
Registered Financial Advisors & CPAs working together to review your investments, tax, and entire financial life.READ MORE
We don't charge commissions, accept "kick-backs", or sell proprietary products ever. Growing your portfolio is our focus.READ MORE
Global Theme Investing
In short: we research themes, narratives, and disruptive ideas that will drive economic innovation and invest in them.READ MORE
Your investments are held with our partner institutions Charles Schwab, Fidelity, Vanguard and TD Ameritrade.
Award Winning Service
Voted Living Magazine's Top CPA firm 2009-2019, and Top Financial Advisor in 2019.READ MORE