OUR FIRM was founded in 2002 to provide comprehensive fee-based wealth management services to corporate executives, professionals, business owners, and affluent individuals seeking investment advice. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement.
Recommendations are based on your specific needs, circumstances, risk tolerance, and goals. KMS Financial Services, Inc. is a FINRA Member and an SEC registered investment adviser. The Principals of Harris Financial Advisors are Investment Adviser Representatives with KMS. They have over 36 years of combined investment and planning experience.
Recommendations are based on your specific needs, circumstances, risk tolerance, and goals. KMS Financial Services, Inc. is a FINRA Member and an SEC registered investment adviser. The Principals of Harris Financial Advisors are Investment Adviser Representatives with KMS. They have over 36 years of combined investment and planning experience.
Services
Born and raised in Boise, ID., Phil has deep roots in his community. After high school Phil ventured to the east coast to attend college. Phil received his degree at Yale University, then directly returned to beautiful Boise, ID., and promptly started his career as a Financial Advisor. Phil specializes in designing and actively managing investment portfolios designed to address ever-changing market conditions.
Reviews (2)
Steve Gentle
Nov 02, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Phil and Dini have been a great asset to our financial needs. Several of my family members entrust our financial needs, whether it’s for income, retirement or planning our future successes and hardships with them. They are responsive, insightful and a pleasure to work with in all areas to meet our needs. Highly recommended!!
Phil and Dini have been a great asset to our financial needs. Several of my family members entrust our financial needs, whether it’s for income, retirement or planning our future successes and hardships with them. They are responsive, insightful and a pleasure to work with in all areas to meet our needs. Highly recommended!!
Jody Evans
Aug 17, 2019
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