You Deserve

Your Goals Deserve More Than Just Advice.

They Deserve a Plan.

You have worked hard to achieve your success, and you deserve financial advice that works just as hard for you. Highland Investment Advisors, LLC "Highland" is a fee-only, independent firm that acts as a fiduciary, meaning every decision is made with your best interests in mind. From preserving your wealth to building a brighter future, you can trust us to help you navigate life’s financial milestones with confidence.

Two people are walking down a dirt road in the woods.

Meeting you where you are on your journey.

A black and white icon of a shovel and bricks on a white background.

Build

Your Wealth

Your hard work is paying off, and now it’s time to compound your wealth. From tax strategies to investment guidance, let Highland create a plan that maximizes every opportunity to move you closer to financial independence while safeguarding your family.



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Secure

Your Future

As retirement nears, you may be thinking about slowing down, switching careers, or stepping away entirely. Highland will help you plan your income and lifestyle so you can retire with confidence, knowing you have the financial security you need.



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Retire with

Financial Peace of Mind

In retirement, you may have concerns about spending, withdrawals, taxes, and Social Security decisions. Highland provides a dynamic planning process that adapts as your needs and circumstances change.




Highland Investment Advisors Might be the Right Choice for You If...

You're Ready for a Plan, Not a Product.

Highland Investment Advisors takes the time to understand YOU and your situation to create a financial plan tailored to you.

You Value Objective Advice.


As an independent, fee-only fiduciary, Highland's only commitment is to your success—no commissions, minimizing conflicts of interest.

You Value Independent Thinking.

Highland's independence is a feature, not a bug. We prioritize doing what’s best for you and your family—not meeting a sales quota.

You Need Accountability.


As fiduciaries, Highland advisors are legally and ethically bound to act in your best interests—always.

You Want to Feel Confident About Your Future.

From life’s uncertainties to your biggest milestones, Highland provides guidance with clarity and care.

You Want a Relationship, not a 1-800 Number.

At Highland, you won’t speak to someone new every time you call—we build long-term relationships, staying by your side to help you achieve your goals.

You Want Simplicity Instead of Unnecessary Complexity.

While some advisors believe overly complex strategies make them look smarter, Highland focuses on simplifying your financial life—helping you manage responsibilities more easily while minimizing the risk of mistakes.

Read our Blog

Updates from Our Desk to Yours

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By Adam Drake August 14, 2025
🎉Nineteen years ago today, our founder, Ken Karr, submitted the paperwork to form Highland Investment Advisors, LLC, and the journey began. Since then, we’ve grown from a solo practice to a dedicated team of ten serving clients across the country. Along the way, we’ve celebrated successes, learned from challenges, and stayed true to our mission: promoting prosperity and protecting peace of mind. As we look ahead, we’re excited for the next chapter of continuing to innovate, serve, and make a positive impact for our clients and communities. Here’s to the next 19 years! 🤝 -Adam Drake
By Adam Drake July 12, 2025
Below is a summary of the second-quarter 2025 market performance and economic commentary. The full market performance report (PDF) , including commentary and charts, can be found here . Market Performance 📈The US equity market posted positive returns for the quarter and underperformed both non-US developed and emerging markets. Value underperformed growth and small caps underperformed large caps . 📉US REIT ( real estate investment trusts) indices underperformed equity market indices, but International REITs outperformed. 📈 Within the US Treasury market, long term interest rates generally increased and short term rates decreased during the quarter. The yield on the 10-Year US Treasury Note increased 0.01% to 4.24%. 📉The Bloomberg Commodity Total Return Index returned -3.08% for the second quarter of 2025.