HIGHLAND Financial Advisors, LLC

HIGHLAND Financial Advisors works with individuals and high-net-worth families, as well as pension and profit-sharing plans, trusts, endowments, and business entities, providing wealth management, investment management, and ERISA fiduciary (3(38)) services. The firm manages discretionary portfolios and also offers consulting and periodic educational seminars to introduce clients to its planning process.

The firm typically begins engagements with discovery meetings and the development of an Investment Policy Statement, then implements portfolios using strategic asset allocation grounded in Modern Portfolio Theory and academic research. Implementation focuses on broadly diversified mutual funds and ETFs, fundamental security analysis, disciplined rebalancing, and tax-aware asset location across taxable and tax-advantaged accounts.

Among peers, HIGHLAND is notable for an affiliation with accounting practice expertise—one team member practices tax as a CPA with an accounting firm—which is an uncommon formal linkage for firms of this size. The firm also offers a named non‑fiduciary educational series for newly independent women, taught by a Certified Divorce Financial Advisor, and documents access to a broader set of investment types (including private equity, private real estate, private credit, infrastructure, and venture exposures), alongside its institutional ERISA offerings.