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Financial Investment Team, Inc.

EST. AUM
$209,144,352

CONTACTS

CLIENT ACCOUNTS
870

Firm Details

Metro area Portland, OR
CRD Number
Website fi-team.com
Client types

Overview

On September 4, 2026, Financial Investment Team, Inc. (FIT) was acquired by Colorado Springs, Colorado-based RIA Summit Wealth Group, adding approximately $224 million in client assets and establishing Summit’s first branch in the Pacific Northwest. FIT is a fee-based financial planning and wealth management practice based in Portland, Oregon. Originally founded by CPA and CFP® practitioner Diana LJ Harrison, the practice integrates tax strategy with investment advisory services and provides comprehensive wealth management, tax planning and preparation, retirement income strategies, and estate planning services for individuals, high-net-worth families, and businesses.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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