--- title: Harrington & Co | Disciplined Wealth Management Built on Trust description: Harrington & Co partners with high-net-worth individuals and families to build, preserve, and transfer wealth. Fee-only fiduciary advisors with over 30 years of experience. --- [Skip to main content](https://www.nopethemes.com/harrington-co/homepage#main-content) [![Harrington & Co .](https://www.nopethemes.com/hubfs/harrington-co-logo.png)](https://www.nopethemes.com/harrington-co/homepage) - [Home](https://www.nopethemes.com/harrington-co/homepage) - [Services](https://www.nopethemes.com/harrington-co/services?hsLang=en) - [Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) - [About](https://www.nopethemes.com/harrington-co/about?hsLang=en) - [Blog](https://www.nopethemes.com/harrington-co-blog/blog?hsLang=en) - [Contact](https://www.nopethemes.com/harrington-co/contact?hsLang=en) [Schedule a Call](https://www.nopethemes.com/harrington-co/contact?hsLang=en) - [Home](https://www.nopethemes.com/harrington-co/homepage) - [Services](https://www.nopethemes.com/harrington-co/services?hsLang=en) - [Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) - [About](https://www.nopethemes.com/harrington-co/about?hsLang=en) - [Blog](https://www.nopethemes.com/harrington-co-blog/blog?hsLang=en) - [Contact](https://www.nopethemes.com/harrington-co/contact?hsLang=en) - [Schedule a Call](https://www.nopethemes.com/harrington-co/contact?hsLang=en) ![Professional wealth management](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-1.jpg) HARRINGTON & CO # Wealth Management Built on Discipline and Trust We partner with high-net-worth individuals and families to build, preserve, and transfer wealth — with the rigor of an institution and the attention of a trusted advisor. [Schedule a Discovery Call](https://www.nopethemes.com/harrington-co/contact?hsLang=en) [Our Services](https://www.nopethemes.com/harrington-co/services?hsLang=en) CFA Institute CFP Board NAPFA Barron's Top Advisor Forbes Best-In-State ABOUT OUR FIRM ## Your wealth. Our expertise. A partnership for generations. Harrington & Co brings institutional-grade investment strategies to private clients who expect nothing less. We maintain intentionally small client rosters so every family receives the depth of attention their wealth demands. [About Our Firm](https://www.nopethemes.com/harrington-co/about?hsLang=en) ### [01 Wealth Planning Comprehensive financial planning that aligns your investments, tax strategy, and estate plan into a single cohesive roadmap. →](https://www.nopethemes.com/harrington-co/services?hsLang=en) ### [02 Investment Management Disciplined, research-driven portfolio construction tailored to your risk profile, time horizon, and long-term objectives. →](https://www.nopethemes.com/harrington-co/services?hsLang=en) ### [03 Tax Strategy Proactive tax management including harvesting, Roth conversions, and charitable giving strategies to maximize after-tax wealth. →](https://www.nopethemes.com/harrington-co/services?hsLang=en) ### [04 Estate Planning Generational wealth transfer, trust structuring, and legacy planning coordinated with your legal and tax advisors. →](https://www.nopethemes.com/harrington-co/services?hsLang=en) 0 Assets Under Management 0 Client Retention Rate 0 Years of Experience 0 Families Served ![Harrington & Co office](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-2.jpg) OUR APPROACH ## Disciplined Strategy. Personal Attention. We combine rigorous quantitative analysis with deep personal relationships. Every recommendation is built on data, but delivered with the care of a trusted partner who knows your family's story. [Learn More](https://www.nopethemes.com/harrington-co/about?hsLang=en) HOW WE WORK ## Your Path to Financial Clarity ![Discovery meeting](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-3.jpg) 01 ### Discovery Meeting We begin with a confidential conversation about your goals, concerns, and current financial picture — no jargon, no pressure. ![Financial analysis](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-4.jpg) 02 ### Comprehensive Analysis Our team reviews your assets, liabilities, tax situation, and estate documents. We stress-test your portfolio against multiple scenarios. ![Strategy presentation](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-5.jpg) 03 ### Custom Strategy We present a tailored wealth management plan covering investments, tax optimization, risk management, and legacy planning. ![Ongoing partnership](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-6.jpg) 04 ### Ongoing Partnership We monitor your portfolio daily, rebalance proactively, and meet quarterly to ensure your strategy evolves as your life does. ![Harrington & Co advisory team](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-7.jpg) OUR TEAM ## Meet Our Advisors Every client relationship is led by a senior partner. We believe the advisor who develops your strategy should be the one who executes it — and the one you call when markets shift. Our advisors hold CFP, CFA, and CPWA designations, with an average of 18 years of industry experience. [View All Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) All Portfolio Management Retirement Planning Tax & Estate Strategy Risk Management Business Succession Portfolio Management 2024 +18.4% 3yr Diversified equity portfolio growth over 3-year period Retirement Planning 2024 $4.2M since\_inception Retirement target achieved 5 years ahead of schedule Tax & Estate Strategy 2023 $1.8M 5yr Estate tax savings through trust and gifting strategies Risk Management 2023 +12.3% 1yr Risk-adjusted returns during volatile market conditions Portfolio Management 2024 $850K 10yr Tax-loss harvesting savings across managed accounts Business Succession 2023 $5.1M since\_inception Business valuation and succession plan execution Barron's Top Advisor · Forbes Best-in-State · NAPFA Fee-Only Member · $4.2B Assets Under Management · 98% Client Retention · 30+ Years of Experience · Barron's Top Advisor · Forbes Best-in-State · NAPFA Fee-Only Member · $4.2B Assets Under Management · 98% Client Retention · 30+ Years of Experience · “ > “They guided us through a complex retirement transition with professionalism and unwavering dedication. Our portfolio performance exceeded all expectations.” Robert & Diana Mitchell Retirement Planning Client “ > “During one of the most volatile market periods, this firm provided calm guidance and strategic rebalancing. We felt truly supported every step of the way.” Sarah Jennings Wealth Management Client “ > “Their attention to detail in our estate plan was remarkable. They identified tax-saving opportunities we never would have seen on our own.” Michael & Lisa Park Estate Planning Client “ > “The advisory team was outstanding. They built a diversified portfolio aligned with our values and kept us informed throughout the entire process.” David Chen Portfolio Management Client ## Retirement Savings Calculator See how your savings could grow over time with consistent contributions and disciplined investing. Current Age Retirement Age Current Savings Monthly Contribution Expected Annual Return Projected Balance at Retirement $0 Total Contributions $0 Investment Growth $0 Years Investing $0 Contributions Growth This calculator is for illustrative purposes only and does not constitute financial advice. Actual returns may vary. ![Financial planning discussion](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-8.jpg) OUR PHILOSOPHY ## Fiduciary. Fee-Only. Independent. We are legally bound to act in your best interest — always. As an independent, fee-only firm, we have no proprietary products to push, no commissions to chase, and no conflicts of interest. Our only incentive is your long-term success. [Learn About Our Values](https://www.nopethemes.com/harrington-co/about?hsLang=en) INSIGHTS ## Latest from Our Advisors [View All Insights](https://www.nopethemes.com/harrington-co-blog/blog?hsLang=en) ### [![Tax strategy insights](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-9.jpg) Tax Strategy The Case for Active Tax Management How strategic tax-loss harvesting and Roth conversions can add meaningful value to your portfolio over time.](https://www.nopethemes.com/harrington-co-blog/blog/active-tax-management?hsLang=en) ### [![Estate planning](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-10.jpg) Estate Planning Planning for Generational Wealth Transfer A practical framework for preserving and passing wealth to the next generation without eroding value.](https://www.nopethemes.com/harrington-co-blog/blog/generational-wealth-transfer?hsLang=en) ### [![Year-end planning checklist](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-11.jpg) Planning A Year-End Planning Checklist Seven things to review before December 31, from contributions and distributions to the documents that drift out of date.](https://www.nopethemes.com/harrington-co-blog/blog/year-end-planning-checklist?hsLang=en) ## Your Wealth Deserves a Partner, Not a Salesperson Schedule a complimentary discovery call. We'll listen to your goals, review your current strategy, and share how Harrington & Co can help — with zero obligation. [Schedule a Discovery Call](https://www.nopethemes.com/harrington-co/contact?hsLang=en) ![harrington-co-logo-negative](https://www.nopethemes.com/hubfs/harrington-co-logo-negative.png) Dedicated to building and preserving your wealth for generations. ###### Services - [All Services](https://www.nopethemes.com/harrington-co/services?hsLang=en) - [Investment Management](https://www.nopethemes.com/harrington-co/services/investment-management?hsLang=en) - [Retirement Planning](https://www.nopethemes.com/harrington-co/retirement-planning?hsLang=en) - [Family Wealth Transfer](https://www.nopethemes.com/harrington-co/family-wealth?hsLang=en) - [Financial Calculator](https://www.nopethemes.com/harrington-co/financial-calculator?hsLang=en) - [Discovery Call](https://www.nopethemes.com/harrington-co/discovery-call?hsLang=en) - [Advisor Profile](https://www.nopethemes.com/harrington-co/advisor-profile?hsLang=en) ###### The Firm - [About](https://www.nopethemes.com/harrington-co/about?hsLang=en) - [Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) - [Client Outcomes](https://www.nopethemes.com/harrington-co/client-outcomes?hsLang=en) - [Testimonials](https://www.nopethemes.com/harrington-co/testimonials?hsLang=en) - [News & Awards](https://www.nopethemes.com/harrington-co/news?hsLang=en) - [Careers](https://www.nopethemes.com/harrington-co/careers?hsLang=en) - [Events](https://www.nopethemes.com/harrington-co/events?hsLang=en) - [Community](https://www.nopethemes.com/harrington-co/community?hsLang=en) ###### Resources - [FAQ](https://www.nopethemes.com/harrington-co/faq?hsLang=en) - [Documentation](https://www.nopethemes.com/harrington-co/documentation?hsLang=en) - [Wealth Guide](https://www.nopethemes.com/harrington-co/wealth-guide?hsLang=en) - [Locations](https://www.nopethemes.com/harrington-co/locations?hsLang=en) - [Client Portal](https://www.nopethemes.com/harrington-co/client-portal?hsLang=en) - [Contact](https://www.nopethemes.com/harrington-co/contact?hsLang=en) - [Legal](https://www.nopethemes.com/harrington-co/legal?hsLang=en) Harrington & Co Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance is not indicative of future results. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. The firm is a fiduciary to clients. Advisory services are only offered to clients or prospective clients where Harrington & Co Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Harrington & Co Wealth Management unless a client service agreement is in place. © 2025 Harrington & Co Wealth Management. All rights reserved.