With countless firms promoting similar promises, how can you discern which one fits you best, will prioritize your interests, and can provide the personal attention you deserve? At Harvest, we make it simple. We believe that lasting financial flourishing begins with a deep understanding of your unique goals and ends with a personalized roadmap to grow, protect, and enjoy your wealth.
Unlike traditional wealth management firms, we purposefully structure our services to prioritize your needs above all else. We have no sales quotas, transactional relationships, or corporate distractions - just a commitment to working hard to make it easy for you.
Get StartedFlourishing begins with connection. As an independent, fee-only firm, we start by outlining our fiduciary commitment to you. We build a foundation of trust and transparency that allows our relationship to deepen over time without hidden fees, corporate mandates, and conflicts of interest. Knowing you is our top priority, as everything else depends on that trusted relationship.
As we gather all necessary documentation to make every step ahead well-informed, we also take the time to truly listen and understand your unique circumstances, values, and aspirations. What does an abundant life look like to you? Whether it's retiring comfortably, leaving a legacy, or achieving specific milestones along the way, we'll work together to define clear objectives that align with your personal vision.
Using our best-in-class planning tools and in-house expertise, we thoroughly analyze your current financial position. We examine your income, expenses, assets, liabilities, and risk exposure to identify the areas to grow and areas to protect in this season.
Drawing on decades of experience and wisdom, we take that analysis and craft a financial plan tailored to your life goals, keeping your wealth secure and optimized
With your approval, we put your customized plan into action. Our experienced team handles the complexities of implementation so every aspect of your strategy works in harmony. As your partner for every step of your financial journey, we coordinate with other professional advisors when needed and keep you informed throughout the process.
Just as the seasons change, life and financial circumstances can change, too. We regularly review your progress, assess performance, and make adjustments to keep you on track. Through ongoing communication and regular reviews, we keep your plan aligned with your goals and responsive to new opportunities or challenges that arise.
