Company History
Firm Founded: How We Began Our Journey
We opened our investment firm doors in 2000 with the purpose of adding more value to the tax and accounting services provided by Diana LJ Harrison CPA, PC. Originally, the investment firm was named Harrison & Associates Wealth Management Services because it created a feeling of familiarity and continuity for our clients. As time went by, the firm expanded to an extensive financial services operation specializing in direct asset management.
We realized we needed to further broaden the functionality of our firm by really fostering a team atmosphere between our clients and us. We started thinking about how to incorporate this team atmosphere into our company philosophy and thought “Why not put it in the name!”. After all, we are a team that can provide financial and tax resources to clients for the proper management of their financial futures. Now that we had the team portion of our new name nailed down, we wanted to come up with something that embodied what we’re all about and all the services we offer.
Naturally, when thinking of a team we kept thinking about fitness. Only in this case, we’re striving for financial fitness instead of physical fitness.
This thinking then led to the consideration of how important it is to be financially fit. For instance, if you only worked out one part of your body you would be unbalanced. Financial fitness works the same way. We believe our clients have to address every aspect of their finances or something will be out of balance.
By this time, we felt ourselves getting closer to finding a new name that encompassed everything we do for our clients and highlights the team approach we’ve set in place. Finally, putting all of this together provided us with not only a great team name but also the perfect acronym: Financial Investment Team, FIT for short. Asking ourselves one last time, “How can we help our clients reach peak financial FITness?” The answer, “By working as a team to improve all areas of their financial life to ensure balance and strength.” And thus… our new company name was born.
Take control of your finances and feel confident about your future.
Our Mission
To become your most trusted advisory team by constructing a comprehensive financial plan that is flexible and tailored to your needs using the 11 wealth management strategies. To promote confidence by providing opportunities for coaching and education by way of our open door policy, distinctive events, and excellent communication.
Our Principle
Our company is based on the belief that in order to be successful, it is critical to constantly seek improvement. Thus, we pride ourselves not just on our current level of knowledge and service, but also on our commitment to achieving more. As such, we are very receptive to client feedback and responsive to any opportunity to provide better service.
Our Commitment
We constantly strive to provide our clients with the highest level of service available in the industry. Additionally, our objective is to ensure that all investment decisions and recommendations are responsible: financially, socially, and morally.
Founder Spotlight
Diana Harrison CPA, CFP®, CWS® OWNER, INVESTMENT ADVISOR REPRESENTATIVE, MASTER OF TAXATION
Diana Harrison’s transition from CPA to financial advisor was driven by her desire to better serve her clients and address their financial dissatisfaction. With a background in tax accounting, she frequently encountered clients unhappy with their advisors’ performance. In 2001, Oregon passed legislation allowing CPAs to engage in commission work, paving the way for Diana’s new career. By this time, she had already obtained her Series 7, Series 66, and insurance licenses, and during a brief medical leave, she completed her CFP certification. Initially starting with modest IRA accounts, her financial advisory practice quickly grew to surpass her CPA practice, becoming the primary focus of her business.
Diana’s leadership within the financial advisor community is marked by her commitment to creating a supportive and inclusive firm. She has consistently prioritized education and professional development for her team, ensuring they have the resources and support needed to succeed. Diana’s practice is distinguished by its collaborative and cohesive environment, where every team member is valued and empowered. Her emphasis on education, both for her clients and her staff, highlights her dedication to continuous improvement and professional growth.
A cornerstone of Diana’s philosophy is giving back to the community. She leads by example, organizing charitable events and donating $20,000 annually to various causes. This commitment to philanthropy extends beyond financial contributions; Diana and her team actively participate in community events, supporting clients during significant life moments. Her belief in the importance of giving back is integral to her practice’s culture and her personal ethos, emphasizing her dedication to making a positive impact both professionally and personally.
Diana’s ability to maintain perspective and stay connected to what truly matters reflects her grounded approach to life and business. Diana’s journey is a testament to her strength, compassion, and unwavering commitment to her clients, team, and community, making her a revered figure across the financial services industry.
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