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.