Kevin B. Harris, CRPC®

Kevin helps individuals and families navigate all aspects of wealth management—whether that’s planning for retirement, saving for education, building a tailored investment portfolio, managing debt, or protecting loved ones with insurance. He believes reaching your goals requires more than just financial planning; it takes a thoughtful approach to life planning as well. That’s why Kevin makes it a priority to truly understand what matters most to his clients, both today and in the future.

His philosophy is simple: the client’s best interest comes first. Kevin works closely with people at every stage of life—professionals, retirees, and long-term investors—to create strategies that fit their unique needs. He doesn’t rely on generic investment models or outside asset managers. Instead, he enjoys following the markets himself and using his experience to design personalized portfolios that align with his clients’ goals while helping to avoid unnecessary fees.

Kevin holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College of Financial Planning. He is registered with FINRA Series 7 and 66 through Commonwealth Financial Network® and is licensed in life, health, and long-term care insurance.

With more than 22 years in the financial services industry, Kevin has dedicated his career to building trusted relationships and guiding clients toward financial confidence. Before starting Harris Asset Management, he served as a Wealth Advisor at Bank of America/Merrill Lynch and WSFS Wealth. He earned his Bachelor of Science in Business Administration, with a concentration in management, from Towson University.

Outside of work, Kevin enjoys spending time with his wife, Rebecca, their daughters, Grace and Anna, and their son, Brett, in Newark, Delaware.

Plus, when he’s not building portfolios, he’s earning five-star reviews as “#1 Dad.”