A disciplined approach to building wealth

Thoughtful Solutions | Proven Strategies | Trusted ExpertiseTM

For Business Owners, Retirees, and Emerging Wealth

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What Sets Us Apart?

Anyone who is serious about their financial future should consider working with a financial professional. An advisor who understands your unique circumstances and goals can help you formulate comprehensive financial strategies, but not all financial advisors are created equal. When searching for financial guidance, look for someone who is a Certified Financial Planner™ (CFP). When searching for an investment manager, look for a seasoned investment advisor who is a Chartered Financial Analyst (CFA), and, above all, look for an independent fiduciary. Farris Capital Management Inc. stands apart from the competition because we possess all three of these elements, a potent combination that gives discerning investors more assurance and peace of mind.

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The Reason People Choose Farris Capital Management, Inc.

We have the training and experience to help you develop a financial plan that covers all the important bases, from retirement planning and investment strategies to college savings plans and tax strategies. As licensed investment advisors, we have a thorough understanding of risk in the financial markets. We provide tailored recommendations and a systematic approach to investing your money. As an independent fiduciary firm, we are legally bound to act in your best interests at all times. This commitment to putting your interests first is one of many qualities sets us apart as wealth managers.

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Planning and Investment Advisory Services offered through Farris Capital Management Inc, a Securities and Exchange Commission (SEC) Registered Investment Advisor. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. For access to important disclosures, click here.