As experienced and credentialed professionals, we are committed to ensuring that you receive the individual attention you need to build a customized investment strategy for your unique financial goals. We can help you attract, retain, reward and motivate your employees with a compensation and/or benefits package that meets their diverse needs.
We can use our financial expertise to work with you and your resources to help you design a plan that is practical and beneficial for your organization and the people who run it. A financial services company headquartered in Philadelphia, PA with offices in NYC and Baltimore. Check the background of investment professionals associated with this website on FINRA's BrokerCheck.
We can use our financial expertise to work with you and your resources to help you design a plan that is practical and beneficial for your organization and the people who run it. A financial services company headquartered in Philadelphia, PA with offices in NYC and Baltimore. Check the background of investment professionals associated with this website on FINRA's BrokerCheck.
Services
It accomplishes this by focusing on employee benefits consulting, institutional asset management and individualized financial retirement planning. Relying on over one hundred years of collective experience in the analysis, design and implementation of innovative techniques, we assist our clients in achieving their financial goals according to their individual needs and standards of prudence.
Phil Harris, President and CEO of Financial Integrity Resources Management, LLC (FIRM), a certified Minority-Owned Business, has over 30 years of experience working in the financial service industry. He is also CEO of Financial Integrity Advisors, LLC (FIA), a registered investment advisor established to provide institutional asset management and financial planning services.
FIRM's services are designed to assist our clients in fulfilling their financial, investment, and benefits planning needs. Through our extensive knowledge and services, we offer clients a trusted source where they can discover everything they need to take them from where they are today to where they want to be tomorrow.
FIRM's team of professionals can help you with defined contribution plans such as 401(k)'s, 403(b)'s, and 457's and traditional defined benefit pension plans, as well as additional innovative variants such as 412i plans, and plans for the special needs and tax circumstances of business owners and executives.
FIRM's Actuarial Consulting services allow us to provide independent and objective advice. We offer solutions to prepare and manage for the potential financial consequences of uncertain future events. We are committed to providing knowledge in actuarial and risk sciences, continually renewed by our consultant's experiences and independent research.
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