Executive Services

Harvest Financial Advisors is uniquely equipped to serve the specific tax, financial planning and investing needs of high level executives.

Our executive services are designed for executives with complex financial circumstances that only an on-going, personal relationship can meet.

We work closely with our corporate executive clients in creating a comprehensive financial strategy. In addition, by remaining a valuable member of your financial team, we closely monitor and respond to your changing circumstances. Rest assured we will also coordinate your entire executive team, including accountants and attorneys, to make sure that collectively we are working together for you and your family’s best interest.

Executive Services include:

  • Stock option and restricted stock planning
  • Income tax strategies (including alternative minimum tax strategies)
  • Executive compensation and benefits planning
  • Retirement and benefits planning
  • Hedging and monetization strategies for concentrated stock positions
  • Estate and gift planning
  • Personal risk management and risk mitigation strategies
  • Global wealth management
  • Education funding
Certified Financial Planner Board

CERTIFIED FINANCIAL PLANNER™ certification is recognized as the standard of excellence for competent and ethical personal financial planning.

Financial Planning Association

Members commit to objective, client-centered, and ethical financial planning.

Financial Times 300

The Financial Times presents the FT 300 as an elite group. This identifies the industry’s best advisers while accounting for the firms’ different approaches and varied specializations.

Paladin Registry

Paladin Registry provides comprehensive data on financial advisors’ credentials, ethics, and business practices.

MD Preferred Financial Advisor

Financial advisors that are uniquely qualified to work with medical professionals.

2014 Five-Star Professional

The Five Star award goes to professionals who provide exceptional service to clients.

Investor Watchdog

Investor Watchdog researches and monitors high quality advisors.

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