At Highland Advisors, through our credentialed personnel, we provide our clients with the knowledge experience necessary to help them achieve their financial goals. Services available include financial planning and investment management services as well as income tax and estate planning strategies.

Your Needs Come First

We begin each client relationship by seeking to understand what makes you unique. We listen to you. Our aim is to help you reach your goals by providing financial solutions based on your core values and personal priorities.

As you look toward the future and outline goals for your life, whether it is a new vacation home, starting or revitalizing your business, a comfortable retirement or leaving a lasting legacy for your family, it will become clear that a plan designed to your specific needs is necessary to meet those objectives. Highland Advisors can help you develop a plan for your financial objectives by creating personal, effective strategies that will work for you. 

We understand that financially successful individuals and businesses prefer a high degree of personal attention and sophisticated solutions tailored to their unique needs. A truly consultative approach is more than just money management. It encompasses:

  • Establishing clear objectives
  • Personal and business finance
  • Education planning
  • Business management & transition planning
  • Risk management
  • Asset protection
  • Retirement planning
  • Estate planning

In addition, given the monetary and fiscal policies currently in practice, income and estate tax has become even more significant in the planning process. Let us be your advocate.

The Value of Independent, Objective Advice

The principals of Highland Advisors provide financial planning and investment advisory services.

As a result, we provide you with resources that can provide advice based solely on your needs and goals. We are able to provide guidance that is truly objective. Due to the fact that we have no proprietary products, we are able to offer our clients an array of products without being tied to any specific affiliate or sponsor.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck