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.
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.
Your investments are held with our partner institutions Charles Schwab, Fidelity, Vanguard and TD Ameritrade.
Award Winning Service
We have won industry awards and been featured in Texas Monthly, Fortune, and Wall Street Journal.