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Garrett Harper, CFP® ChFC®

Financial Life Planning for Strategic Entrepreneurs.

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Harper Financial Strategies, LLC Garrett Harper, CFP® ChFC®
Lawrence, KS

Serving Clients Nationwide

Financial Life Planning for Strategic Entrepreneurs.

785) 856-9119

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Garrett Harper. During my college years, I had my heart set on becoming a doctor. But you know what they say about life—it has a way of throwing unexpected curveballs.

In my case, it was a simple question that changed the course of my journey. Curious to know if doctors had any regrets about their chosen profession, I approached several of them. To my surprise, most of them responded with a resounding “definitely” when asked if they would choose another path given the chance.

That eye-opening experience sparked a newfound curiosity within me. I decided to take a different direction and embark on an entrepreneurial adventure. I started my very first business, a landscaping company, during those college years. The journey was challenging, but it was also incredibly rewarding. I learned invaluable lessons about the intricacies of running a business, and those experiences continue to shape my approach to this day when I work with my amazing clients.

After growing and eventually selling my landscaping company in 2009, I found myself drawn to the financial industry. I joined a large insurance company, eager to make a difference in people’s lives. However, as time went on, I couldn’t help but notice that the company’s priorities seemed skewed. They appeared more concerned about pushing new products onto my clients rather than always doing what was truly in their best interest. It became clear that I had to make a change.

In 2022, I took a leap of faith and founded Harper Financial Strategies, LLC. As an independent Registered Investment Advisor (RIA) firm, I could finally ensure that my clients received the best advice, free from any third-party interests. But more than that, my approach to helping my clients is deeply personal—it’s the same way I support and guide my own family. I believe in helping them reach their goals, standing by their side every step of the way, and providing the unwavering support they deserve.

Beyond my professional endeavors, my life is wonderfully enriched by my incredible wife of over 20 years, Humbelina, and our four beautiful children: Joaquin, Sofia, Aurora, and Adelina. They are the driving force behind everything I do.

When we’re not tackling the challenges of work and school, we embrace our shared passion for exploration and adventure. As a family, we love to travel and discover new places together. In fact, we made a heartfelt pact to forgo most of our traditional Christmas present exchange. Instead, we pool our resources to create unforgettable family trips that leave us with memories to treasure for a lifetime.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)

Affiliations

  • CFP Board
  • Financial Planning Association
  • ONYX Advisor Network
  • The AGC
  • visiWealth Advisor

Primary Location

4500 Bob Billings Parkway STE 104, Lawrence, KS 66049

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based
  • Package Offers
  • Subscription

What to expect in the first meeting

Choosing a financial planner is a big decision, one that we don't take lightly. We use this 30 minute time to learn about you and your unique needs and determine together if we are a good fit with our expertise. Either way, you will come out of this 30 minute meeting with actionable next steps for your financial journey.

Offers Investment Management

Yes

About our Firm

I work side by side with entrepreneurs to put time back on their side, by organizing their financial life, providing insight and accountability on next best steps, and coordinating their long term goals with short term decisions.

Comprehensive Financial Planning for Business Owners

We stay on top of changing taxes, legislation, and trends. You make decisions with CONFIDENCE.

We keep you on track to accomplish your business & personal goals. You have PEACE OF MIND.

We use tech to provide advice to you in real-time as your life happens. You get TIME for what’s important to you.

HOW WE HELP

Trusted by entrepreneurs throughout the US, we specialize in comprehensive financial planning for your Business & Personal financial lives.

✅ TAX PLANNING

✅ CASH FLOW PLANNING

✅ RETIREMENT PLANNING

✅ ESTATE PLANNING

✅ INSURANCE OPTIMIZATION

✅ INVESTMENT MANAGEMENT

I'm just like you. I operate a successful business and have a very busy family life.

I started Harper Financial to help entrepreneurs prioritize time and focus their energy on building a successful life, not just a business.

Ready to take the first step? Our calls are always relaxed and pressure-free. Guaranteed.

Education

The University of Kansas, BA Biology, Biology, Pre-Medicine

Volunteer Experience

Volunteer educator with Junior Achievement, Board Member with Catholic Charities of Northeast Kansas

Hobbies and Interests

  • Baseball
  • Camping
  • Family
  • Hiking
  • Hunting
  • Traveling

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Dentists
  • Entrepreneurs
  • Gen X
  • Gen Y / Millennials

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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