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.
|Firm Start Year:||2000|
|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:||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|
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.
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.
|Edgewater||Fort George G Meade|
|Gibson Island||Glen Burnie|
|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|