Andrew Harris

Andy Harris
Founder & President

Andy began his career in the financial services industry in the late 1990s with Nationwide Financial Services, working his way through college at Ohio State University, where he graduated with a BS concentrating in finance.

Gaining exposure to trading strategies and financial products while working for the trade desk at Nationwide Financial Services, Andy was asked to become the internal contact and liaison for a product designed for active traders. He worked closely with clients, financial advisors, senior management, and mutual fund managers in this role, which laid the groundwork for his decision to become a financial advisor in March 2002.

  • Andy's Reasons Why
    We are in the business of helping our Ideal Clients get their financial house in order and help to keep it that way. This gives them confidence about their future and allows them to spend their time with the people that matter most doing the things that are more important in their life than money.

Beginning his practice as part of the Comprehensive Financial Group, Andy's training and mentors there have helped define his business model today as the agency environment provided the opportunity to partner with a variety of financial professionals, which has nurtured the team environment in place today.

Andy's practice with Evergreen Wealth Solutions is centered on helping people make smart decisions with their money, and, in his words:

"We are in the business of helping our Ideal Clients get their financial house in order and help to keep it that way. Andy Harris This gives them confidence about their future and allows them to spend their time with the people that matter most doing the things that are more important in their life than money."

He works with other professionals in the areas of tax, legal, financial planning, asset management, insurance, and other relevant resources so that he has the capability to deliver truly personalized financial services for all of his Ideal Clients.

Andy and his wife, Elizabeth, spend the majority of their time with their young family and are passionate about food, friends, and family. In addition, Andy was a board member of the Northcentral Pennsylvania Conservancy and an active member of his community association. He enjoys biking (mountain, road, motor, and dirt), telemark skiing, jogging, shooting, and travel.

He is a member of the Million Dollar Round Table*, Northcentral Pennsylvania Estate Planners Council, and the Financial Services Institute.
 
Andrew Harris is proud to have been recognized as a Leaders Level advisor for 2018—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

 

*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit www.mdrt.org.