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INVESTMENTs | Tax | BENEFITS | PLANNING

Financial Advice, Done the Texas Way.

We are CPAs and Financial Advisors doing right by our clients by putting them first.

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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.

Employers

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.

Plan Participants

Your company has engaged our firm to help employees get the most out of their retirement plan. We will be on-site to offer education seminars, build financial plans, and make investment decisions.

About our firm

Our Values

Learn what sets Harman Rogowski & Associates apart from other investment advisory firms.

Fiduciary Oath

We take a fiduciary oath to serve your interests first. Our advice is conflict-of-interest free and impartial.

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Advisors & CPAs

Registered Financial Advisors & CPAs working together to review your investments, tax, and entire financial life.

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No Commissions

We don't charge commissions, accept "kick-backs", or sell proprietary products ever. Growing your portfolio is our focus.

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Global Theme Investing

In short: we research themes, narratives, and disruptive ideas that will drive economic innovation and invest in them.

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Financial Institutions

Your investments are held with our partner institutions Charles Schwab, Fidelity, Vanguard and TD Ameritrade.
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Award Winning Service

Voted Living Magazine's Top CPA firm 2009-2019, and Top Financial Advisor in 2019.

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Experience a better way to receive financial advice.

Initial consultations are always free. Let us show you how we can improve your financial life.

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HOlistic approach

CPAs & Financial Advisors working together...

Integrated tax and investment advice leads to greater efficiency in your financial life.

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LEARN ABOUT US

... With Your Financial Success In Mind

At Harman Rogowski & Associates we measure our success by the financial well-being of our clients. From tax planning to financial planning, we want to be with you every step of the way.

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insights

Our Perspectives & Ideas

Perspective on financial markets, the global economy, and business.

Individuals & Families
3/18/2020
COVID-19 Update 3-18-2020

The latest insights on COVID-19 from our advisory team, including market outlook and portfolio updates.

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Daniel Rogowski
8 minutes
Individuals & Families
11/23/2019
What We Do - Financial Planning

It is never too early to begin building the foundation for your financial future. Good habits developed now can go a long way toward helping you achieve your financial goals.

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Daniel Rogowski
2 minutes
Individuals & Families
11/23/2019
COVID-19 (Coronavirus) Update 2-24-20

Fears over COVID-19 (Coronavirus) are sweeping through global markets. Read our insights and investment strategy to address the risk of pandemic.

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Daniel Rogowski
6 Minutes
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1402 S. Custer Road S-102
McKinney, TX 75072

www.HarmanRogowski.com
(214) 556-3255

info@HarmanRogowski.com

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