Allen P. Harris

Founder, CIO, Berkshire Money Management

Allen Harris, CEPA, is founder, owner, and chief investment officer of Berkshire Money Management (BMM) based in Dalton, Massachusetts, where he helps clients stay on course with their retirement plans, capitalize on return opportunities, and develop risk control strategies.

As a Certified Exit Planning Advisor, Allen builds businesses through strategic planning and finds ways to increase a company’s value as well as the owner’s income. By doing so, he helps to prepare the business to sell for the best possible price. Beyond his professional work, Allen is passionate about the well-being of animals and is dedicated to community engagement through economic revitalization and the arts.

Throughout his career, Allen has skillfully guided clients through challenging periods—recessions, bear markets, technology and commodity bubbles, and the “Great Recession.” Despite these obstacles, Allen and BMM not only ensured clients stayed on course with their retirement plans, but also helped them to both capitalize on return opportunities and risk control strategies.