INVESTMENTs | Tax | BENEFITS | PLANNING

Award-Winning CPAs & Advisors.

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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.

Committees

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.

Companies

Leverage our financial and analytical expertise to increase the efficiency of your corporation.

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.

Advisors & CPAs

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

No Proprietary Products

We don't sell proprietary investments or products.

Global Theme Investing

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

Financial Institutions

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

We have won industry awards and been featured in Texas Monthly, Fortune, and Wall Street Journal.

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.

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