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Santa Fe - Downtown, New Mexico Office
136 Grant Avenue
Santa Fe, New Mexico 87501
Phone: (505) 988-9555
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Harlan Flint provides financial planning and investment guidance to families, nonprofits, and retirement plan sponsors. He also serves in leadership roles within EP Wealth, supporting the firm’s continued growth and client-focused strategy.
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Harlan brings global experience across investment strategy, financial technology, and market structure. He holds a Bachelor of Arts in History from Cornell University and has served in senior management roles supporting institutional and advisory organizations.
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Harlan combines institutional-level insight with practical, client-focused planning. He is committed to helping clients understand their choices and make confident, long-term decisions aligned with their goals.
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Harlan enjoys alpine skiing, mountain biking, and fly fishing, particularly in northern New Mexico. He supports organizations focused on land conservation, historic preservation, and community impact.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
Do You Have ENOUGH to Retire?
Retirement planning isn’t just about saving enough — it’s about knowing what “enough” really means to you. Shari Greco Reiches shares three powerful questions to help you reflect on your goals, purpose, and future.
To SKI or Not to SKI (Spend Kids' Inheritance)?
Shari Greco Reiches explores what it means to SKI (spend kids’ inheritance), and how to strike the right balance between living for today and planning for tomorrow.
A Gift that Can Grow with Your Children
Help your child or grandchild build smart financial habits early with a Roth IRA. Discover how this meaningful gift can grow over time—and spark lifelong money conversations.
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