Harvest Financial Advisors can guide you through the entire financial landscape, from initial investment decisions to establishing your legacy. To do so, we purposefully structure our services to prioritize your needs above all else.
As fiduciaries, we are held to higher standards than brokers. Unlike commission brokers and bank salespeople, our first duty is to our clients. We design and build investment portfolios specifically for you, without the cost or interference of commission-based products.
No biased
financial recommendations
No hidden or
vague fees
No confusion around
the service you receive
No limits to one
investment company
or mutual fund family
A personalized plan that stays current no matter how quickly life changes.
Clarity across every area of your financial life.
Access to a vast range of
investment opportunities.
Honest, transparent guidance, in a language that makes sense.
Deep expertise in managing wealth for people like you.
Multiple portfolio reviews each year.
Harvest gave us a dual strategy no one else offered - and it’s made a real difference.
Client of 17 years
Florida
Harvest brought fresh insight and diversification to a portfolio I’ve managed for 50+ years.
Client Since 2024
Ohio
Harvest made us feel like family—and gave us real confidence in our retirement.
Client since 2021
Kentucky
Testimonials reflect the experience of selected clients. No compensation was provided. Results may not be representative and are not a guarantee of future performance.
We offer the structure and strategy to help grow your wealth—and the personal guidance to help you thrive.
The process begins by listening to your goals, fears, values, and aspirations, among many other things. Our fiduciary commitment is explained clearly, and together we’ll define objectives that align with your vision. Our aim is to build a foundation of trust and transparency that deepens the relationship over time.
Relevant documentation is gathered to create a comprehensive picture of your investments, income, assets, expenses, liabilities, and risk exposure—making every step ahead well-informed.
Drawing on years of experience, your advisor helps translate analysis into sound decisions. Priorities are clarified, and a tailored financial plan is crafted. Together we’ll review and explain it, modifying it to ensure it meets your needs.
We guide clients through thousands of financial decisions, ranging from risk parameters to AMT planning, sudden retirement packages, and alternative investments in real estate and oil and gas.
Thoughtful planning ensures you can reap the rewards of your hard work, make memories, and focus on what matters most. We’ll help make your vision a reality.
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We tailor strategies to the complexities of ultra-high-net-worth families ($20M+)—helping you manage risk, preserve wealth, strengthen unity, and shape a lasting legacy.
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C-suite executives face complex financial decisions—from incentive pay to tax exposure. We deliver strategies tailored to your compensation, career, and long-term goals.
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Our Certified Divorce Financial Analysts® draw on years of experience to surface options you may not have considered, guide you through the implications of decisions, and help you make informed choices during a difficult transition.
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