Who We Are
THE STORY BEHIND
Compound Advisory & The Compound Cultivator Process
We believe in seeing the investing world differently—not because it sounds good, but because we’ve seen firsthand how the traditional financial industry fails to serve clients properly.
After years in the wealth management industry—working at banks, wirehouses, and insurance companies—I became increasingly frustrated by how these institutions approached financial planning. The focus was often on selling products, meeting quotas, and following rigid, one-size-fits-all investment models rather than helping clients truly optimize their wealth and retirement planning. Business owners, high-net-worth individuals, and retirees were missing out on key opportunities to grow, protect, and efficiently manage their wealth—simply because they weren’t given access to better strategies and technology.
That’s why I founded Compound Advisory—to break free from these outdated models and create a firm built on transparency, independence, and a deep commitment to putting clients first. We don’t just manage investments; we empower clients with the best available strategies to ensure their wealth works for them—both today and for generations to come.
Heath J. Harris
Founding Financial Advisor
Since 2006, I’ve worked with business owners, corporate executives, and high-net-worth families to help them make confident, informed decisions about their wealth. Over the years, I climbed the ladder of success at several major financial firms, earning multiple awards and gaining a clear view of how the industry operates — and more importantly, how it often falls short for the clients it’s meant to serve.
I founded Compound Advisory to change that. After years of searching for the most effective systems and strategies, I created the Compound Cultivator™ Method— a structured, dynamic approach designed to help clients grow and protect their wealth with clarity, confidence, and fiduciary care. Our firm combines modern technology, proactive communication, and personalized planning to deliver outcomes that put the client first — always.
I’m continually inspired by the people I serve — their grit, wisdom, and experience behind the success. Helping them protect and elevate what they’ve built is a responsibility I take seriously.
I believe in being fit for service — physically, mentally, and professionally. That means refining my expertise, prioritizing health and wellness, and staying curious and informed. It’s a mindset that guides every aspect of my life and how I serve my clients.
I’m proud to live in a country that values freedom and opportunity, and I strive to make the most of both. In my free time, I enjoy spending time with family and friends, golfing, skiing, traveling, and being in or around the water.
What Makes Compound Advisory Different?
A Smarter Approach to Retirement & Wealth Harvesting
We don’t believe in the outdated “4% rule” or static withdrawal strategies. Instead, we structure your portfolio to adapt dynamically—so you can preserve wealth, mitigate risk, and maximize confidence through every phase of life.
Access to Best-in-Class Technology
We provide our clients with cutting-edge financial tools that were once only available to billion-dollar firms. With real-time insights, dynamic portfolio management, and intuitive dashboards, you’ll always know where you stand financially.
We Don’t Just Manage Investments — We Engineer Outcomes
Most firms stop at a portfolio. We go further. Our proprietary frameworks—like the Compound Combine™ and Compound Cultivator™—are designed to turn financial planning into a living, breathing strategy that adapts as your life evolves. Whether you’re building wealth or living off it, we help engineer the outcome you actually want.
Personalized Guidance That Puts You First
We take the time to understand your dreams, priorities, and values, ensuring your wealth management plan evolves with you. We don’t just invest your money—we invest in your future.
A Strategy Built for Volatility
Instead of reacting to market downturns, our process ensures that you lock in profits when markets are high and maintain stability when they’re low—so you never have to sell at the wrong time.
A Holistic, Tax-Savvy Approach
We don’t just focus on returns—we focus on efficiency. By leveraging tax-advantaged accounts, employer stock options, and strategic rebalancing, we ensure your portfolio is optimized for long-term success.
Why Compound Advisory?
With the right mix of personalized service, expert strategy, and world-class technology, Compound Advisory is redefining wealth management. Our goal is simple:
Help you see more opportunities
Make informed financial decisions
Build lasting wealth while protecting your legacy
With the Compound Cultivator Process, you won’t just build wealth—you’ll sustain and multiply it for generations to come.
