In the early 1990’s Harry and Anita Perler formed Perler Financial Group. With Harry’s strong business background and Anita’s corporate banking experience their business quickly flourished. In 2006, Perler Financial Group incorporated.
As the years have passed, Harry and Anita have tirelessly sought to improve the services that Perler Financial Group offers the families they work with. Harry has earned many industry designations which demonstrate his commitment to always continue to further his education in the field of financial advice and wealth management. The firm has also steadily added more support staff in order to maintain our primary objective of focusing on delivering a full range of financial planning services to meet our client’s needs.
Harry’s strong passion for his profession has been the key to our firm’s success, and this passion will keep him in the industry for many years to come. Although retirement is still far from his mind, Harry recognizes the importance of succession planning, not only for his client’s businesses, but for his business as well. Therefore, in 2015 Perler Financial Group welcomed David Olejnik as an associate advisor to Harry. Like Harry, David also holds the Certified Financial Planner (CFP) designation.
During the time they have worked together Harry has shared with David many of the skills and lessons he has learned during his more than 25 years in the wealth management industry. Together, Harry and David offer you the highest level of wealth management expertise.
Perler Financial Group will always remain focused on providing high quality financial services to our clients. We have all of the extensive resources you would find at many larger financial institutions, though we are proud of the family-office environment that we have created. At Perler Financial Group we will always strive to establish a close working relationship with you and your family to make sure you get the advice and results you are looking for.
At Perler Financial Group, we will continue to embrace positive change. We will continue to harness technological innovation to communicate with you and to leverage the extensive resources at our hands for your family’s benefit. In an effort to continuously improve we value and welcome your feedback.
Perler Financial Group has been helping individuals, families, and business owners plan for their financial future for over 25 years and we look forward to continuing to provide high quality holistic financial planning services and exceptional client experiences for many years to come!