OUR COMPANY

Global perspectives Texas-friendly service

We are CPAs, Financial Advisors, Insurance Specialists, and Benefits Consultants, providing independent and unbiased financial advice.

OUR MISSION

Looking at your entire financial life

Born from the merger of a tax and accounting firm and an independent registered investment advisory firm, Harman Rogowski clients get the best of both worlds under one roof. Our vision is simple: we believe people need someone they can trust to look at their entire financial life and provide advice. The antiquated model of receiving investment and tax advice from different parties is broken. During our process you sit with both a CPA and registered financial advisor who work together to optimize your financial life.

2013
YEAR FOUNDED

Offering investment advisory since 2013, Tax & Accounting 2008

5,000+
CLIENTS SERVED

Investment Advice, Financial Planning Tax & Accounting

how we are different

Independent. Fiduciaries. No commissions.

Always independent and being a fiduciary is in our contract; meaning we only have your best interests in mind when we render advice. We never accept fund kickbacks or trade commissions. We don't sell proprietary products. We measure our success by the financial outcomes of our clients.

Experience a better way to receive financial advice.

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

Our People

Meet our team of experienced, passionate professionals who strive to improve your financial well-being, so you are free to live the life you desire.

Our Values

Fiduciaries

Most financial advisors, especially those working for large financial institutions, are held only to a suitability standard. This means they can sell you investment vehicles that aren't necessarily in your best interests (the most likely to appreciate in value), as long as they are deemed suitable. A fiduciary is legally obligated to provide advice that is in your best interests. At Harman Rogowski & Associates being a fiduciary is in our contract.

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Holistic Advice

Our experienced team of CPAs and Financial Advisors integrate investment and tax planning considerations when giving advice. This holistic approach allows us to advise you with the "big picture" of your financial life in mind.

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Active Portfolio Management

At Harman Rogowski & Associates we don't believe in "buy and hold" strategies. We actively manage portfolios based on market conditions and economic outlook.

Global theme investing: we research themes, narratives, and disruptive ideas that will drive economic innovation and invest in them.

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Advice for every stage.

INVEST

TAX

INSURE

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