Trusted Relationships. True Wisdom.

Helping you cultivate an abundant life

Grow, protect, and enjoy your wealth–in every season of life.

As Seen In

When it comes to your wealth, it’s hard to know who to trust.

The challenge is finding the rare advisory firm that offers comprehensive solutions, understands your unique financial goals, and has answers to your ongoing questions. With countless firms promoting similar promises, it can be difficult to discern which one fits you best and will prioritize your interests and provide the personal attention you deserve.

At Harvest, we believe relationships foster the best returns in finances and in life.

Our client-first approach starts with the seeds of a relationship that deepens trust over time. Energized by seeing clients reach their goals and enjoy an abundant life, our experienced team keeps you at the forefront as we build tailored financial strategies ready for every season.

Flourishing begins with connection

Whether you seek comprehensive planning or wealth management, our team is your partner for every step of your financial journey. As an independent, fee-only firm, you’ll benefit from decisions made only with you and your goals in mind.

Comprehensive Planning

By starting with your unique goals and continuing with our expertise and best-in-class tools, we help you prepare for every season ahead.

Wealth Management

With decades of experience on our team, we design personalized financial strategies that produce results in all aspects of your financial life.

Unique circumstances. Unique solutions.

Retirement Planning

Our client-first approach starts with the seeds of a relationship that deepens trust over time. Energized by seeing clients reach their goals and enjoy an abundant life, our experienced team keeps you at the forefront as we build tailored financial strategies ready for every season.

Corporate Executives

C-suite executives face unique challenges and complex compensation structures. We help you navigate the pitfalls to optimize your payout and minimize tax consequences.

Multi-Family Office

We understand the unique requirements associated with substantial wealth. Our approach begins with understanding your family dynamics and how risk mitigation is vital in each step along your family’s path.

Divorce can be an intensely emotional time. With compassion, we’ll help you understand your options to safeguard your financial future. We can work as an advocate when contemplating divorce, as mediators, or in a collaborative law setting.

Deep expertise for every financial season in The Almanac

From financial news to major milestones, and financial tips to foundational knowledge, The Almanac is here to equip you to grow, protect, and enjoy your wealth.