Highland Financial Advisors, LLC

We are an independent Registered Investment Advisory firm, serving high-net-worth families and individuals nationwide since 1987. Our objective is to simplify your financial life, help you achieve your goals, protect your family and lifestyle, and plan your legacy. We do this through a team approach that emphasizes our fiduciary duty to always act in your best interest. And as a fee-only firm, you can rest assured that we do not receive commissions—we are paid only by you for the services we provide you.

Our Clients want a trusted advisor for the long term—one who is dedicated to discovering and achieving what’s possible for them, thus helping them feel confident that they are on the right path to financial security. Our clients include individuals, families and organizations.

The Person is the Plan

We believe that financial planning is not just about your money. It is about your life. We created our financial planning process, The Person is the Plan®, so we can understand and help you follow the path that is calling out to you.

When you work with us, our first conversations will focus on your vision for the future, not just your financials today. Then we will work through a series of modules to build your personalized financial plan. Once we lay the foundation, we will meet regularly with you to ensure you continue to make financial progress.

Investment Approach

We believe no investor is the same, which is why we do not believe in a cookie-cutter approach to investment management. By custom tailoring an evidence-based investment strategy to fit your unique needs and value systems, we bring meaning to your money while increasing your odds of success.