SPECIAL ADVERTISING SECTION
Their team approach and expertise at working with people in or near retirement makes the decision to work with Premier Planning Group an easy one!
In the heart of Annapolis, Maryland, a city steeped in history and tradition, lies the story of Premier Planning Group and one family’s unwavering commitment to be the most trusted for financial advice. As the torch bearer of a legacy that spans over 50 years, the aspirations to become a third-generation financial services firm in this vibrant community is both a challenge and an opportunity. This article delves into the journey of the Harris family, their dedication to serving their clients, and their vision for the future.
The foundation of any successful business lies in its roots, and for Premier Planning Group (PPG), it all began with a vision. The founders (Dan Harris and his 3 sons, Chris, Brion and Greg), driven by a passion for helping others achieve financial confidence, established a firm that would become a trusted name in Annapolis. Their dedication to personalized service, integrity, and a client-centric approach laid the groundwork for future generations to build upon.
As Chris, Brion and Greg took the reins from their father, they faced the challenge of adapting to a rapidly evolving financial landscape. Technological advancements, changing regulations and shifting client expectations demanded a forward-thinking approach. With a commitment to staying ahead of the curve, the three brothers embraced innovation, expanded their service offerings, and fostered a culture of continuous learning. This adaptability allowed them to not only survive but thrive in an ever-changing industry.
Now the time has come to begin to lay the groundwork to carry the torch forward. Armed with the wisdom and experience of their predecessors, PPG is poised to build upon the strong foundation laid before them. As CEO of PPG, Brion felt that owning his own building was of immense importance and serves as a strategic decision that will shape the long-term success and sustainability of PPG. Owning our own building will allow us to customize the space to align with our brand identity and create a welcoming environment for our clients. From designing a layout that enhances productivity and allows us to do educational workshops in house to incorporating branding elements that reflect the firm’s values, owning a building provides the freedom to create a unique and memorable client experience. “The journey to becoming a third-generation financial services firm in Annapolis is not just about continuing the family legacy, it is about embracing the responsibility of guiding clients toward financial success in an increasingly complex world,” says Chris Harris who is a Registered Representative and CFO for the firm.
At the core of the Harris family’s aspiration lies an unwavering commitment to their clients. They understand that financial planning is not just about the numbers and investments; it is about building relationships, understanding individual goals, and providing tailored solutions. “By putting our clients’ needs first, we aim to create a lasting impact on their lives, helping them navigate the financial challenges they face and achieve their dreams,” says Greg Harris, Registered Representative and COO for the firm.
Annapolis, with its rich history and close knit community, holds a special place in the hearts of the Harris family. “They recognize the importance of giving back and actively engaging with the community they serve,” says Talia Grover, Brion’s Executive Assistant and Head of Marketing for the firm.
Whether it is through the 24 educational workshops that Brion hosts at local restaurants every year or the philanthropic initiative through Gradient Gives Back Foundation (started in 2009), which finds a local family/or families that are on the verge of losing their home and we pay their mortgages for a year (to provide a hand up not a hand out), we strive to be an integral part of the fabric that makes Annapolis thrive.
As Premier Planning Group looks toward the future, they envision a legacy that extends far beyond their own family. They aim to create a lasting impact on the lives of their clients empowering them to achieve financial freedom and confidence. “By embracing innovation, fostering a culture of excellence, and staying true to their core values, PPG is ensuring its place as the go-to financial services firm in Annapolis, trusted by generations to come,” says Office Manager, Julie Harris.
“Becoming a third-generation financial services firm in Annapolis, Maryland is not just a dream, it is a testament to the unwavering commitment of the Harris family to their clients and community,” says Charlie Gunn, Administrative and Marketing Assistant to Brion Harris. With a rich history, a client-centric approach, and a vision for the future, the Harris family and PPG are poised to build upon the legacy established by their predecessors.
The move to own our own building is not just a practical decision, it is a strategic investment in our future. Owning our own building becomes an integral part of our legacy and succession planning. “As the firm passes from one generation to the next, the building serves as a tangible symbol of our family’s commitment to our clients and community. It provides a solid foundation for future generations to build upon, ensuring the continuity of the firm’s mission and values,” says Dan Harris, Founder and former Senior Managing Partner for Premier Planning Group.
“As we navigate the ever changing financial landscape we remain steadfast in our dedication to helping individuals and families achieve their financial goals,” says Jennifer Posdziech, Head of New Business. This is about more than a mission. It’s a movement; and its bigger than any one of us. In an increasingly complex world where people are starving for someone they can trust, we stand for something simple; always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. The building is expected to be finished by August of 2025. Please join us for our Open House to celebrate this exciting endeavor!
Brion Harris CEO, Founder and Financial Advisor Premier Planning Group 175 Admiral Cochrane Drive Annapolis, MD 21401 443-837-2520
Premier Planning Group is an independent firm. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Dan Harris is not affiliated or registered with Cetera Advisor Networks LLC. The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC
