Brion  Harris

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

Wealth Planning - Wealth Accumulation - Wealth Preservation

Premier Planning Group | Financial Advisor in Annapolis ,MD

About Premier Planning Group

Welcome to Premier Planning GroupIn 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,
I work with the following types of clients:   Individual Investors , Businesses


Investment Types:   Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Stocks , Commodities , Options & Futures , FOREX & Currency , Mutual Funds , Insurance , Annuities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , At your home , Via email , At your office

Qualifications & Memberships

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $25000


  • 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

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

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM