Investment Management

investment management

As a boutique financial advisory firm, we offer you service that is personal, private and exclusive. We aspire to have only a limited number of clients but to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere.


We take the time to understand your goals in life and how you feel about your money. We can advise you on all your financial affairs — investing, retirement, estate planning, insurance and other issues — or design a plan to address a single aspect of your finances.


Thanks to our investment management, we have been recognized for excellence. Our financial planning advice speaks for itself. When you think of fee based financial planning, we know that Harris & Harris Wealth Management Group LLC will be the first name that comes to mind in Upper Marlboro, MD. For fee based wealth management, we are the ones to call.