Who We Are
Harris Garcia was built on a simple belief: business owners deserve clear, reliable financial guidance. Too often, owners are left with reports but no direction and numbers that do not translate into confident decisions.
Our experience across private equity, wealth management, fund accounting, and financial operations showed us what truly drives results. It is not more data. It is disciplined oversight, thoughtful interpretation, and consistent guidance.
We built this firm to deliver exactly that. A straightforward, principled approach focused on clarity, discipline, and informed decision-making.
Mission
To provide business owners with clear financial insight, disciplined oversight, and principled guidance that supports better decisions and stronger long-term performance.
Vision
To be a trusted financial partner to business owners, known for clarity, integrity, and a disciplined approach to building financially strong businesses.
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.