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About Us

About Us

William A. Harp & Travis M. Harp are a Father/Son team of financial professionals located in Great Falls, MT.

Our Primary Purpose

William, or rather, "Bill", has lived in Great Falls since 1967 and has more than 45 years of experience in Life, Health, Disability, & Long Term Care Insurance; as well as Annuities, Retirement Planning, and Estate Planning. He is involved locally with his Rotary Club, Boy Scouts of America, his church's Board of Elders, and the Board of Directors for the Great Falls Voyagers minor-league baseball team. He has also served in the past on the Board of Directors for the United Way of Cascade County and is the Past President of the Great Falls Chamber of Commerce. Professionally, Bill has attained his Chartered Life Underwriter (CLU) and his Chartered Financial Consultant (ChFC) designations. He has five children spread from Montana to Washington to Melbourne, Australia, and he has been married to his wife Tana for 47 years.

*William Harp is not affiliated with Cetera Advisor Networks LLC

Travis was born & raised in Great Falls, and after graduating from CM Russell High School, he attended Davidson College in Davidson, NC, where he earned a Bachelor of Arts in History. Upon graduation, Travis worked for 10 years in Sales, Sales Management, & General Management for a Fortune 1000 company in Charlotte, NC. In 2011, he decided to move back to his hometown and join his Father in his business, where he focuses on Investments, Insurance, Retirement & Financial Planning, and Small-Business Retirement Plans. Travis is also involved with the Uptown Optimist Club of Great Falls, his local church, the local Men's Golf League, and he sits on the Board of Directors for the Lewis & Clark Interpretive Center Foundation. Professionally, Travis has attained his Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning. He has been married to his wife, Erica, since 2013.

We take great care to get to know our clients and identify their goals & objectives. Please let us know if we can help you in any way; we look forward to working with you!

-Bill & Travis-

Knowledge is power.

Knowledge is power.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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