True Compass Advisors
Harrison Graham CFP®
Lead Financial Advisor in Southbury, Connecticut
Harrison Graham helps individuals and families navigate their financial journeys with clarity and confidence, guiding clients through key milestones with personalized plans built for real life.
CFP®
CERTIFIED FINANCIAL PLANNER™ professional
Series 7 & 66
Licensed with LPL Financial
Finance, Magna Cum Laude
Eastern Connecticut State University
Personalized Plans
Clear, actionable guidance
Southbury, CT
Serving families across generations
Get to Know Harrison
Harrison Graham is a CERTIFIED FINANCIAL PLANNER™ professional and Lead Financial Advisor at True Compass Advisors, driven to help individuals and families navigate their financial journeys with clarity and confidence.
Growing up in a military household, Harrison experienced firsthand the challenges of stretching every dollar and the importance of thoughtful financial decisions. This upbringing shaped his mission to make financial planning accessible and meaningful for everyday people, no matter their background or life stage. A CERTIFIED FINANCIAL PLANNER™ professional with Series 7 and Series 66 licenses held with LPL Financial, Harrison blends practical expertise with a personal touch.
His career focuses on guiding clients through key financial milestones, from saving for retirement and planning their children's education to navigating life transitions and planning for their family's future. Harrison is passionate about creating strategies that make sense for real people, helping them pursue their goals step by step. At True Compass Advisors, he works directly with clients to develop personalized financial plans while enhancing the firm's financial planning services, believing everyone deserves access to clear, actionable guidance.
Harrison's academic background includes a bachelor's degree in finance, magna cum laude, from Eastern Connecticut State University and a certificate in Financial Planning from Southern Methodist University. He also draws on diverse experiences, including completing his high school education in Switzerland and serving as the Governor's lead on three impactful state committees, General Law, Children, and Higher Education, during his time as a Legislative Associate in the Office of Governor Ned Lamont.
Outside the office, Harrison finds joy in the simple things, walking and hiking with his wife, Mariah, their young sons, and their spirited golden doodle. He enjoys cooking, swimming in the ocean, and spending quality time with family. A dedicated volunteer at his local church, Harrison values giving back to his community and living a life of service. He also enjoys listening to audiobooks and podcasts to stay inspired and informed.
Harrison takes pride in helping others plant the seeds for their financial futures, guided by Warren Buffett's timeless words: "Someone is sitting in the shade today because someone planted a tree a long time ago."
Services Harrison Provides
Harrison works directly with clients to develop personalized financial plans, making complex concepts easy to understand and turning long-term goals into clear, step by step strategies.
Retirement Planning
Strategies to help you save with purpose and prepare for a retirement built around your goals and timeline.
Education Planning
Guidance on planning and saving for your children's education so you can pursue that goal with confidence.
Life Transitions
Support through major life changes, helping you make thoughtful financial decisions as your circumstances evolve.
Family Planning
Personalized planning for your family's future, so the people who matter most are cared for over the long term.
Personalized Financial Plans
A clear, actionable plan tailored to your real life, designed to help you pursue your goals one step at a time.
Investment Guidance
Practical guidance that makes complex financial concepts easy to understand as you invest toward your goals.
Areas Harrison Serves
Based in Southbury, Connecticut, Harrison works with individuals and families throughout the region and beyond. Whether you meet in person or connect remotely, you receive the same clear, personal guidance wherever you are.
Southbury
Harrison's home base, where families and professionals seek clear, coordinated planning for their financial futures.
Woodbury
A close-knit Litchfield County community where households plan for retirement, education, and long-term goals.
Middlebury
An established New Haven County town whose families value thoughtful, personalized financial guidance.
Newtown
A growing Fairfield County community of families building toward retirement and their children's education.
Waterbury
A regional hub where working families and professionals pursue practical, step by step financial plans.
Danbury
A vibrant western Connecticut city where households seek accessible, meaningful financial planning.
Naugatuck
A community of everyday families for whom Harrison makes financial planning approachable and clear.
Cheshire
An established town whose families plan across generations for education, retirement, and legacy.
Oxford
A growing New Haven County town where professionals and families lay the groundwork for long-term security.
Let's Talk
Take The First Step
Whatever stage you are at, Harrison is happy to answer your questions. Reach out for a no-pressure conversation about how he can help you pursue your financial goals.
Prefer to reach out directly? Email hgraham@truecompassadvisors.com
Check the background of your financial professional on FINRA's BrokerCheck.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Frequently Asked Questions
What credentials and licenses does Harrison Graham hold?
Harrison Graham is a CERTIFIED FINANCIAL PLANNER™ professional who holds Series 7 and Series 66 licenses with LPL Financial. He earned a bachelor's degree in finance, magna cum laude, from Eastern Connecticut State University and a certificate in Financial Planning from Southern Methodist University.
What does Harrison Graham do at True Compass Advisors?
Harrison is the Lead Financial Advisor at True Compass Advisors. He works directly with clients to develop personalized financial plans while enhancing the firm's financial planning services, helping individuals and families navigate their financial journeys with clarity and confidence.
Where is Harrison Graham located and what areas does he serve?
Harrison works from the True Compass Advisors office at 900 Main Street South, Building 2, Suite 200, Southbury, CT 06488. He serves individuals and families throughout Southbury and the surrounding Connecticut communities.
What kind of clients does Harrison Graham work with?
Harrison works with everyday individuals and families at many stages of life. His career focuses on guiding clients through key milestones, from saving for retirement and planning their children's education to navigating life transitions and planning for their family's future.
What is Harrison Graham's approach to financial planning?
Harrison believes everyone deserves access to clear, actionable guidance. He is passionate about creating strategies that make sense for real people and takes pride in making complex financial concepts easy to understand, helping clients pursue their goals step by step.
How do I schedule a meeting with Harrison Graham?
You can schedule a conversation by calling the True Compass Advisors office at 860-955-3535, or by emailing Harrison at hgraham@truecompassadvisors.com. He is happy to answer your questions and discuss how he can help you pursue your financial goals.