Premier Planning Group | Financial Advisor in Annapolis ,MD

115 West St.
Suite 400
Annapolis, MD 21401
Phone: (443) 837-2541

Wealth Planning - Wealth Accumulation - Wealth Preservation


About

Welcome to Premier Planning Group

In this constantly shifting economy, customers and institutional
investors are increasingly in need of custom-tailored financial
plans to help them meet their specific goals and requirements.
Our firm is committed to developing solutions that are on target
with your needs by mitigating risk and implementing strategies
to reduce your personal financial exposure, and to implement
them competently, responsibly and with confidence. It is our
policy to provide independent and sound investment advice
whatever your financial situation.​ -We Guide, You Decide.


General Information
Firm Start Year:   2000
No.of Employees:   10-19
States Licensed in:   AL, CA, CT, DC, FL, GA, LA, MD, MO, NJ, NY, NC,
OH, SC, TX, VA, WV, WI, WY
I work with the following types of clients:   Businesses , Individual Investors


Services
Investment Types:   Annuities , Insurance , FOREX & Currency , Stocks , Mutual Funds , Bonds , Options & Futures , Alternative Investments , Commodities , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Life , Long Term Care , Variable Annuity , Variable Life , Disability
Financial Organization Memberships:   Million Dollar Roundtable , Paladin Registry


Compensation & Fees
Minimum Portfolio Size for New Managed Accounts:   $25000



FAQs

  • Do you have a customer satisfaction or refund policy? We do not have a refund policy but we always strive to have 100% customer satisfaction and we have had a client retention rate of over 98% throughout our existence.
  • What services do you provide? What are your specialties? Our specialty is income planning for individuals and families that are in or nearing retirement. We also specialize in alternative investments.
  • What is your experience? How many clients do you currently manage? We have been serving clients in the Annapolis area for over 20 years and currently have over 500 happy clients with our firm.
  • What financial institution(s) do you represent? Our broker dealer that we offer securities through is Summit Brokerage in Boca Raton, FL. They are one of the leading independent broker dealers in the country.
  • How do you charge for your services? We do both fee based and commission based investment planning for our clients depending on the clients needs and desires along with our view of what makes the most sense.
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Brion  Harris

Brion  Harris

Biography


Brion Harris is a Founder and Managing Partner of Premier Planning Group. Brion has been a successful financial professional for nearly 15 years and has helped grow Premier Planning Group to be the successful company it is today. Brion works with individuals and business owners specializing in wealth preservation and retirement distribution strategies. While most advisors choose to compete based on products, plans and performance, Brion and his staff have organized his practice to compete based on knowledge, relationship and world class service. Prior to founding PPG, Brion worked with the prestigious consulting firm McKinsey and Company in Washington, D.C. and Moscow.

Because of his boundless energy, Brion does find time for activities and interests outside of running his practice. He enjoys skiing, wine, hiking, being outdoors and is actively involved with his family and kids. Originally from IL, Brion now lives in Annapolis with his wife, Elizabeth, daughters Addison and Scarlett, and son, Jay.

My Services


Financial Advice & Consulting

We strive to empower our clients to make informed decisions through education, communication, and service which exceeds their expectations. When it comes to your investments, trust is important. That is why we place particular value on personal relationships with our customers. We view ourselves as your expert partner in all things financial, and will help you develop and implement a plan based on your needs.

My Team


Aaron Cirksena
Aaron Cirksena

Associate Advisor

Aaron Cirksena is a new partner, having joined Brion Harris and his team at Premier Planning Group in August of 2015. Prior to joining Premier Aaron worked as an advisor with Morgan Stanley Wealth Management in the downtown Baltimore area. As a fully licensed investment advisor representative, Aaron assists with planning solutions for many of Brion’s new and existing clients in addition to his own.


Communities Served

Annapolis Arnold
Baltimore Bowie
Columbia Crofton
Crownsville Davidsonville
Edgewater Fort George G Meade
Gibson Island Glen Burnie
Glenn Dale Millersville
Pasadena Riva
Severn Severna Park
Sherwood Silver Spring
Washington

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM