Shikha Midha

Shikha serves as a Wealth Advisor at Harriman Hall Wealth and also supports the broader firm as Director of Centralized Wealth & Planning at Concurrent Investment Advisors. In that role, she helps build scalable processes that improve both the advisor experience and client outcomes.

Shikha brings more than a decade of experience across wealth management and financial planning, with prior roles at Fidelity Investments, Morgan Stanley, and Wells Fargo. She’s known for her collaborative operating style, strong planning mindset, and ability to translate complexity into clear, actionable guidance.

She holds the Chartered Retirement Planning Counselor™ (CRPC™) and Wealth Management Specialist℠ (WMS℠) designations and has completed the CFP® certification coursework, with plans to sit for the CFP® exam.

Outside of work, Shikha enjoys spending time with her dog, Brodie, and can often be found at live music venues.