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Our first priority is helping you take care of yourself, family or business. We want to learn more about your situation, identify your financial needs, dreams and goals. Then we design your personalized financial plan, investment portfolio or business tax strategy.
What is the Blosser difference?
You get a fee-only financial advisor who wants to make an impact. You get a coach who doesn't sell you investment products. You get a robust investment platform and straightforward pricing.
Using a fee-only approach, we create financial planning and consulting strategies that are tailored to your needs and goals.
BHWM helps take the guess work out of investment management. Offering a suite of low cost ETF models, limited no load mutual funds and stocks, our advisors will work with you to design an optimal asset allocation.
BHWM offers a packaged approach combining both plan administration and fee-only asset management advisory. Together our team can offer a professional service at a value.
Diversify risk by investing in alternative investments like your own rental property, commercial buildings, private businesses and more.
START YOUR FINANCIAL PLAN
Clients are hiring us because they want a better financial advisor experience, without product sales.
Our co-founder Andrew Kerr makes corporate retirement plans simple, offers real world perspectives and simplifies personal financial advice.
Looking for an experienced fiduciary partner or objective financial advice for your California business or company 401(K)? You've come to the right place!
Employers throughout California hire us to help employees with objective investment advice, retirement plan administration and business consulting. The consultant's and financial advisor's at Blosser Harrison take a straightforward approach and consider key aspects of your business.
Blosser Harrison and it's Financial Advisor's specialize in holistic fee-only financial life planning and investment management.
A fiduciary approach means we empower you with little conflict and no investment product sales. Holistic means we start by exploring what money represents to you and aligning your finances and investments with your life.
Blosser Harrison offers broad investment opportunities from traditional investments like stocks, ETF's and CD's to self directed real estate IRA's. Our advisors will help you understand which investments make sense for your situation and during the various stages of the economic cycle.
Most importantly, we will educate you on how various investments react during the economic cycles and how that could impact your financial planning needs.
Diversification isn't just bonds and stocks, talk to one of our Advisors and design the right portfolio for you.
Starting from just $1.00 in savings, if you saved $100 per month for just 10 years and earned 6.5%, you could have $16,842.23. Start saving today and you might be pleasantly surprised.
Blosser Harrison is a fee-only Registered Investment Advisor (RIA) and retirement plan consultant centrally located in Fresno California. Wherever you are located in the the Golden State, Blosser Harrison makes it a point to provide a cost effective solution for financial planning, asset management and retirement plan administration.