At Harvest, we help individuals and families with meaningful wealth to be confident in their financial well-being.
At Harvest, we help bring structure, calm, and long-term thinking to your financial life, so you can be confident you’ll have the resources to live unburdened, and enjoy what you’ve built. As fiduciaries, we’re legally and personally committed to acting in your best interest. No product pushing. No fine print. Just thoughtful, independent guidance shaped around your goals, your family, and the future you're building.
When you have the right plan—and the right partner—everything feels clearer, calmer, and more connected.
Use your wealth to support the life you want.
Whether your investible assets are $1M or $20M+, we’ll bring structure, strategy, and personal guidance to every stage of your financial life. We offer the structure and strategy to help grow your wealth—and the personal guidance to help you thrive.
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We’ll help you grow, protect, and create impact with your wealth. Our hands-on approach allows us to adapt your plan, so it remains secure and on track.
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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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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.
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.
View allWith the end of the year quickly approaching, the news cycle is slowing.
Read moreThe markets look to close the week higher after stumbling out of the starting blocks on Monday.
Read moreYou have enough on your plate without the burden of navigating your financial life alone. Offloading the pressure of your investments and retirement strategy onto someone with experience will free you up to focus on other important areas of your life.
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Your financial future deserves the same strategic thinking that has fueled your career success. At Harvest Financial Advisors, we help you optimize compensation, minimize risks, and build a lasting legacy so you can focus on leading with confidence.
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