Harlig Financials

Overview

Harlig Financials is a small, privately owned limited liability company that combines insurance brokerage with fee-based financial planning and portfolio management for individuals and small businesses. The firm charges clients as a percentage of assets under management and reports a clear tilt toward equity exposure, using exchange-traded equities as its primary investment vehicle. It’s not positioned as a multi-state adviser, pension consultant, or capital allocator; instead, its business model centers on delivering straightforward advisory work and insurance solutions to a compact client base. On the investment side, the firm’s filings identify a preference for equities and a reliance on exchange-traded instruments, suggesting a core use of ETFs and listed stocks for portfolio construction. Harlig Financials is not an active ESG investor. Its advisory scope is concentrated—financial planning and discretionary portfolio management for individuals and small business owners—often paired with insurance products sourced through its insurance-broker activities.

Assets & Accounts

Public Holdings

Location & Offices