History

More than a decade ago, Larry Harris and Brad Burlingham began their partnership in western North Carolina. Since that time, they have been helping their clients make solid decisions at every juncture of their financial journey.

Community

The core culture of our business lies in service. We seek to help not only our clients, but also our communities, plan for sustainable financial health and growth. Our volunteerism and board service ranges across a wide variety of community efforts, including education, health, and the arts. We recognize that strong participation in community life provides us with a broader perspective, and we bring this value to our clients.

Partners

The combined experience of partners Brad Burlingham and Larry Harris creates a unique offering of talent and skill to the firm. We offer a proactive vision coupled with proactive, responsive personal service. Our objective is to provide the very best advice that can be obtained in the following areas:

• Tax Consulting & Compliance
• Wealth Mangement
• Personal Business Services