Broker Check

Our Story

It all started in 2001.

Dan Harris, a successful financial advisor, businessman, and entrepreneur and his son, Brion, an enthusiastic and creative mastermind, saw a need for something in Annapolis - a source to deliver unique, objective, and honest advice on retirement planning and financial planning. Premier Planning Group was created on the desire to fill this void. Two years later in 2003, Dan's other son, Chris joined the team serving as Chief Financial Officer. 

Through Dan's savvy and competence in the financial industry, Chris' can-do attitude, and Brion's high energy, creativity, and drive to always exceed client expectations, Premier Planning Group has grown to the success it is today. Almost two decades later, the team of advisors and staff at PPG are continuing to exceed expectations in every way possible.

We're Always Thinking Outside of the Box to Benefit Our Clients

Since day one, we knew we wanted to do things differently than your average financial advisor. Over time, these dreams have become realities. We listen, we care, and we strive to exceed your expectations. We don't just want to be your financial advisor - we want to make you feel like you're a part of the PPG family. From smart investment advice or an educational seminar to a holiday party or deep sea fishing trip - as a client of PPG, we hope at the end of the day all of these things make you feel understood and special.

We're Proud of the Team We've Built in Annapolis

Today, Brion is one of the top financial advisors in Annapolis and Premier Planning Group is constantly winning awards due to the hard work and laser focus of its advisors and staff. Brion leads a team of outstanding advisors that include Certified Financial Planners ® (CFP) and annuity/life insurance agents and works with some of the community's greatest Certified Public Accountants (CPA) in order to provide his clients with the best possible financial services. After nearly 20 years in Annapolis, and almost 15 years at our West Street office in Downtown Annapolis - we've become a pillar in the community.

We're Thankful for the Impact We make on Clients' Lives

We build relationships with our clients that last. It's not out of the ordinary here to have relationships dating back almost 20 years. Nothing is more rewarding than witnessing a long-time client retire and put into motion the plans we've made for them and flourish in retirement. We're also thrilled to have the opportunity to take on new clients and assist them in planning the future of their dreams.

We're so thankful for the group of clients we get to serve every day and appreciate you for choosing Premier Planning Group.