Who We Are
Harris Garcia Financial was founded on the belief that every business owner deserves access to the financial guidance that drives lasting growth. We bring the clarity, discipline, and strategic thinking that help businesses move forward with confidence, delivered by advisors who understand both the numbers and the people behind them.
Guided by Christian principles and a commitment to integrity, we exist to be the long-term financial partner our clients can always count on.
Mission
To deliver the financial clarity and strategic discipline that turns a good business into a great one.
Vision
To give every business owner the financial partner they need to build the business they've envisioned.
Meet the Team
Jorge brings a rigorous quantitative background to every engagement. With experience spanning private equity, fund accounting, investment management, and tax advisory, he provides clients with the structured financial thinking typically reserved for institutional settings.
Trevin combines wealth management expertise with a deep understanding of the accounting and planning challenges small business owners face day to day. His advisory approach is relational, pragmatic, and built on a foundation of long-term client trust.