Fee-Only · Fiduciary · Cincinnati
Harvest is an independent, fee-only wealth management firm in West Chester. As fiduciaries, we're legally obligated to act in your best interest. No product pushing. No hidden fees. No conflicts of interest.
Prefer to call? (513) 779-3030
30 minutes with Joy Schlie, CFP®, CDFA® — no obligation, no pressure. Pick a time that works for you.
Why Harvest
Commission-based advisors earn money when they put you in certain products — whether those products are right for you or not. As a fee-only firm, Harvest earns nothing from product sales. Our only incentive is your financial success.
We serve individuals and families in Greater Cincinnati with $1M to $20M+ in investable assets who want genuinely independent guidance — not a sales pitch dressed up as advice.
We're legally and personally obligated to act in your best interest at all times — not just when it's convenient. This is a legal standard, not a marketing claim.
We don't earn commissions. We don't earn referral fees. We don't push products. Our compensation comes entirely from you — so our interests are always aligned.
No corporate mandates. No sales quotas. No parent company pushing proprietary products. We choose the best solutions from anywhere in the market.
Our team of CFP® and CDFA® practitioners brings deep expertise across wealth management, retirement planning, tax strategy, and estate planning.
Our Services
A personalized financial plan built around your life — income, taxes, investments, and legacy working in harmony.
Hands-on portfolio management with independent, in-house research — not off-the-shelf models from a corporate home office.
Strategies to ensure your wealth lasts — income distribution, Social Security optimization, and legacy planning.
Specialized guidance on equity compensation, deferred comp, stock options, and the unique complexities of executive wealth.
Institutional-level wealth management for ultra-high-net-worth families ($20M+) tailored to your family's full complexity.
CDFA® advisors who protect your financial future and guide complex asset decisions during a difficult transition.
Client Perspectives
Harvest gave us a dual strategy no one else offered — and it's made a real difference.
Harvest brought fresh insight and diversification to a portfolio I've managed for 50+ years.
Harvest made us feel like family — and gave us real confidence in our retirement.
Testimonials reflect the experience of selected clients. No compensation was provided. Results may not be representative and are not a guarantee of future performance.
Local & Independent
Harvest was founded in West Chester with one belief: people with meaningful wealth deserve an advisor whose only obligation is to them — not to a brokerage firm, insurance company, or corporate parent.
We serve clients across Greater Cincinnati — from Hyde Park to Mason, Anderson Township to West Chester — as well as clients who've relocated and want to keep the relationship they trust.
Harvest Financial Advisors
8840 Cincinnati-Dayton Road, West Chester, OH 45069
(513) 779-3030 | harvestadvisors.com
Schedule a complimentary, no-obligation discovery call with Joy Schlie, CFP®, CDFA®. We'll discuss your goals and be upfront about whether Harvest is the right fit.
Or call (513) 779-3030