CEO and Founder, Brion Harris, founded Premier Planning Group in 2001 with his father, Dan, with a common mission of giving people financial, investing, and retirement advice from a trusted source. The financial industry can be a complex place, so here at Premier Planning Group, we stand for something simple: always put the client first. Today, our team of financial advisors and staff have grown into an impressive group who lead with this mission every day.
We are obsessed with the client experience. We always start with clients' needs first and then work backwards. Every decision we make as an organization can be traced back to the benefit of our clients. Their perceptions are our reality and their preferences and opinions become our innovative road map. This is why we place particular value on personal relationships with our customers.
Our reputation in Annapolis speaks for itself. We've been a part of the community for over twenty years. We love this business and we strive to do what we are passionate about and want to help our clients do the same. We understand that success can be defined in a variety of ways, so our approach to planning is custom tailored to fit your own unique financial visions and goals. We view ourselves as your partner in all things financial and will help you develop and implement a plan based on your needs.
Our team consists of dedicated advisors and staff who all share a common goal: always put the client first! Learn more about how we're here to serve you.
Premier Planning Group was founded in 2001 by father-son duo, Dan and Brion Harris. Learn how they built PPG to the successful financial firm that they are today.
Premier Planning Group offers each client unique, unbiased, and honest advice on retirement and financial planning. Learn how our services can assist you in creating a better future.
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