Blosser Harrison Wealth Management
Blosser Harrison Wealth Management is a fee only Registered Investment Advisor (RIA) and Professional Third Party Retirement Administrator.
We provide straight forward financial advice, portfolio management and retirement plan consulting solutions for businesses, business owners and professionals.
Who do we work with?
- Small business owners to midsize operations. (1-500 employees).
- Individuals planning for retirement.
- Employees of our business clients.
- Business owners and their families.
- Professionals who need help with tax planning and wealth management.
- Families planning for a child's education.
- Recently retired individuals in need of 401k and retirement income planning.
- Individuals and businesses who are transitioning away from a stock broker, insurance agent or robo-advisor.
- Individuals who have been harmed by a life insurance or annuity product.
How do we work with our clients?
- Portfolio Management - We use our forward view of the markets to design custom investment portfolios. Coupled with our investment philosophy we use sophisticated digital portfolio management platforms to manage investment portfolios for plan participants and individual investment clients.
- Retirement Planning and Financial Planning - At Blosser Harrison, we do offer more than just investment advice. Our advisors will help you design a personalized financial plan to help you address all aspects of your financial life.
- Pension and Benefit Administration - We are furnished with industry leading technology that helps us reconcile, manage records, submit your IRS filings and together with our experienced team of investment advisors and administrators we help keep your business compliant, educate your staff and help you save for retirement without the headache of administering your pension plan.
Things you need to know
- We are fee only.
- We are Independent Fiduciaries, Investment Advisors and Pension Administrators.
- We give objective advice.
- We dont have any investment products to sell you.
- We are an independent company, not owned by an insurance company, investment company or bank.
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