Fee-Only & Independent

We will not sell you anything

We are advisors, not salespeople. Our fees are based on a small percentage of our clients’ portfolio values so our success is tied to their success. There is no conflict of interest and no nickel-and-dime approach here… just one transparent fee gives you full access to a comprehensive suite of services tailored to your needs and gives you personalized attention by our team of professionals. Some advisors charge for add-on services. We believe that when a client pays a fee they should enjoy all of our services at the highest level.

In a profession where being trustworthy is at the heart of everything we do, we are free to maintain complete objectivity

Harvest Financial Advisors is regulated by the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Advisor. Harvest is independently owned – not owned by an insurance company, brokerage firm, a bank or public company with shareholders. Our independence means that we are never in a position to represent the interests of anyone but our clients. Our only bias, if you will, is for our clients.

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

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

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

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

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

Investor Watchdog researches and monitors high quality advisors.