Fresno Fee-Only Financial Advisors, Retirement Consultants and Investment Managers

Fee-only financial advice, a coach who doesn't sell you investment productsa robust investment platform and built in small business 401(k) administration.

Proudly serving clients locally in Fresno and Clovis and providing a local touch throughout California and nationwide.

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Financial Planning & Consulting

Using a fee-only approach, we create financial planning and consulting strategies that are tailored to your needs and goals.

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Traditional Investments

BHWM helps take the guess work out of investment management. Offering access to an almost unlimited suite of low cost ETF's, no load mutual funds and stocks, our advisors will work with you to design an optimal asset allocation or build a retirement portfolio.

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401(K) & Retirement Plans

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.

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Self Directed IRA's

Diversify risk by investing in alternative investments like your own rental property, commercial buildings, private businesses and more.

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FINANCIAL ADVISORS ARE QUITE DIFFERENT AT BLOSSER HARRISON WEALTH MANAGEMENT

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It doesn't take long for clients to make the observation. In an industry filled with product sales and 800 numbers, we've taken on the role of fiduciaries. 

Businesses and families hire us because they want a better financial advisor experience and a local touch without product sales, commissions or a cookie cutter approach. The foundation of our fiduciary responsibility to you is our independent, fee-only business model and not earning commissions from the sale of investment products. 

 


Employer Solutions

Looking for an experienced fiduciary partner or financial advisor for your California business or company 401(K)? You've come to the right place! Employers throughout California hire us for investment decisions, 401(k) and retirement plan administration and business consulting. Blosser Harrison can also help your business plan for the future and manage various financial decisions with our Business Plan Enhancement Program, a comprehensive business plan that includes an initial assessment and on-going financial advice.

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Individual Financial Advice and Retirement

Blosser Harrison and it's Financial Advisor's specialize in holistic financial life planning and investment management. Holistic means we start by exploring what money represents to you and aligning your finances and investments with your life.

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Our Clients Engage Us For Experienced Financial Advice

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  • Tax-efficient coordination of investment assets across various types of accounts.
  • Strategizing the ultimate backup retirement financing.
  • Developing a plan that identifies a required rate of return on all investment assets.
  • Identifying a required rent roll and cap rate on an investment rental property.
  • How to minimize lifetime tax structure through distributed spending of taxable, tax-deferred, and tax-free accounts.
  • Multi-bucket Roth conversions to slash income taxes and minimize the widow tax.
  • Knowing how they can retire, when they can retire, and if they actually have enough money.
  • Understanding and planning for catastrophic long-term medical expenses.
  • Strategizing the ultimate backup retirement financing.
  • Social Security timing, delaying, and claiming decisions.
  • And much, much more!

Our Financial Planning Process

Financial Planning Process

Need a Financial Plan? Choose from our flagship programs:

#1 The Comprehensive Program

The Comprehensive Program is our flagship service. Through the Comprehensive Program, we take your entire life - both financial and personal and put them into a beautifully crafted financial plan. 

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#2 The Retirement Zoomer

The Retirement Zoomer is a three hour financial planning "event." It's not as detailed as the Comprehensive Program, but it's far more robust and valuable than our hourly planning services.

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Easy Ways to Start Saving for Retirement

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.

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About Blosser Harrison

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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. 

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