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WHO  WE  ARE


Your partners in wisdom-based

financial planning

CUSTOM FINANCIAL PLANS DESIGNED FOR YOU TO THRIVE FOR YEARS TO COME

For 41 years and counting, Ph Financial Advisors has specialized in crafting custom financial plans for business owners, healthcare professionals, and your families. Our focused approach is not just about managing wealth; it's about aligning your financial goals with your deep-rooted values.

 

We understand the challenges of balancing a demanding career with personal aspirations. That's why we offer strategies designed to reduce taxes, eliminate debt, and increase your spendable income, all while respecting your faith and lifestyle. Let us help you create a future where your financial success is as fulfilling as your personal and professional achievements.

Paul A. Harris with his daughters and granddaughters

PAUL A. HARRIS

is the president and founder of Ph Financial Advisors and has over 41 years experience helping healthcare professionals, small business owners, and families plan for retirement. He holds the CLU ® and ChFC® designations. He is focused on helping preserve your financial wellbeing with greater tax awareness, driving down effective tax costs and effective interest costs as low as possible.

 

PAUL'S JOURNEY

in financial advising is deeply rooted in his faith, guiding him to serve with integrity and compassion. Coming from a family with a long lineage of healthcare professionals, Paul has an intrinsic understanding of the unique challenges and aspirations within the medical community. This background, combined with his dedication to blending financial acumen with spiritual wisdom, has made him a trusted advisor in both the healthcare and business sectors. Understanding the distinct needs of professionals in these fields.

 

 

Paul A. Harris Author & Founder

 

The Ph Financial Team

Paul and his team have developed strategies that aim for financial prosperity while resonating with the core values of their clients. Their approach extends beyond numbers; it’s about building relationships, understanding individual stories, and crafting plans that honor both financial goals and personal beliefs. With Ph Financial Advisors, you’re not just planning for retirement; you’re embracing a holistic financial journey that aligns with your life’s mission and the legacy your life represents.

Book Your Kingdom Wealth Discovery Call

GET YOUR COMPLIMENTARY COPY OF PAUL HARRIS' LATEST BOOK

 

If you are a healthcare professional or small business owner striving to intertwine your financial goals with your faith and seeking to forge a legacy that honors both, this book unveils strategies specifically crafted for you:

 

Safeguard your income and assets from excessive taxation, applying Paul's 'Kingdom Wealth Principles' approach tailored for healthcare professionals

 

Efficiently eliminate personal debt, including credit cards, car loans, student loans, and mortgages, using methods that don't require additional spending

 

Stay informed about the latest strategies for protecting your hard-earned wealth in the ever-evolving financial landscape

 

Develop a more secure and tax-advantaged income for your retirement years, ensuring peace of mind and financial freedom

 

Yes, I'd Like a Complimentary Copy of the Book

Ph FINANCIAL ADVISORS:

 

4560 Via Royale Suite 4B
Fort Myers, FL 33919-1076

 

PH: (239) 939-5131


Securities offered through Valmark Securities, Inc. Member FINRA, SIPC

Investment Advisory Services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor 130 Springside Drive, Suite 300

Akron, Ohio 44333-2431

1-800-765-5201 Ph Financial Advisors is a separate entity from

Valmark Securities, Inc. and Valmark Advisers, Inc.

Valmark’s form CRS

 

 

Ph Financial Advisors
4560 Via Royale Suite 4B
Fort Myers, FL 33919-1076

(239) 939 5131

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Kingdom Wealth for Healers

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Inside you'll discover a Faithful Guide to Building Wealth and Maximizing Returns for those in the Healthcare Profession

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