Trusted family advisors dedicated to our client’s best interests.

We leverage prudent asset management and creative problem-solving to help clients achieve financial goals and optimize investment outcomes.

Our Story

Harrell Investment Partners

Harrell Investment Partners was established in January 2019 by Founder, Bob Harrell. Bob began his wealth management career with Merrill Lynch over 30 years ago. Prior to founding Harrell Investment Partners, Bob spent 20 years as Senior Vice President, Investments with Raymond James & Associates. A recognized industry leader, Bob was named to the Forbes’ Best in State Wealth Advisors, Financial Times 400 Top Financial Advisers, and Barron’s Top Independent Advisors.

Our Team's Strength

Awards & Recognition

2024 Forbes’ Best in State Wealth Advisors

2019 Financial Times 400 Top Financial Advisers

2019 Barron’s Top Independent Advisors

Our Approach

Guided Investment Philosophy

Our investment philosophy is guided by each client that we serve. We consider all aspects of our clients’ lives and financial situations so that we can tailor our advice and recommendations accordingly. While allocating assets dynamically, seizing investment opportunities, and managing risk are all important aspects to what we do, it is each client’s long-term goals that guide our strategy.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

-Warren Buffett