Founded in August 2002 as a certified minority-owned financial service company, FIRM specializes in fostering creative vehicles for preserving and creating wealth for its institutional and individual clients. 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. FIRM’s executive team has a demonstrated track record in delivering high quality consulting services and working effectively with all levels of management. Our competitive advantage is our focus on the intersection between the risk and asset management needs of employer-sponsored plans, and the individual financial planning needs of their employees.

FIRM is headquartered in Center City Philadelphia, Pennsylvania. The company was born out of Philip M. Harris and Jeanette Hernandez Harris’ mutual desire to educate their communities in order to foster a new culture of savings and investment. Envisioning the consolidation of economic strength and promoting wealth building within their communities, FIRM stands ready to serve.


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