Born from the merger of a tax and accounting firm and an independent registered investment advisory firm, Harman Rogowski clients get the best of both worlds under one roof. Our vision is simple: we believe people need someone they can trust to look at their entire financial life and provide advice. The antiquated model of receiving investment and tax advice from different parties is broken. During our process you sit with both a CPA and registered financial advisor who work together to optimize your financial life. Serving individuals and companies in Texas including the Collin County communities of: Allen Anna Celina Fairview Frisco Lucas McKinney Melissa Plano Princeton Prosper Weston Wylie (and communities near those mentioned) Independent. Fiduciaries. No commissions. Always independent and being a fiduciary is in our contract; meaning we only have your best interests in mind when we render advice. We never accept fund kickbacks or trade commissions. We don't sell proprietary products. We measure our success by the financial outcomes of our clients. Active Portfolio Management At Harman Rogowski & Associates we don't believe in "buy and hold" strategies. We actively manage portfolios based on market conditions and economic outlook. Global theme investing: we research themes, narratives, and disruptive ideas that will drive economic innovation and invest in them.