A tailored approach to your financial well-being
Harvest Financial Advisors can guide you through the entire financial landscape, from initial investment decisions to establishing your legacy. To do so, we purposefully structure our services to prioritize your needs above all else.
We are legally bound to act in your best interests, which is not the case with every financial advisor.
As fiduciaries, we are held to higher standards than brokers. Unlike commission brokers and bank salespeople, our first duty is to our clients. We design and build investment portfolios specifically for you, without the cost or interference of commission-based products.
We are fee-only, focused on you.
No biased financial recommendations
No hidden or vague fees
No confusion around the service you receive
No limits to one investment company or mutual fund family
What to expect from Harvest
A personalized plan that stays current no matter how quickly life changes.
Clarity across every area of your financial life.
Access to a vast range of investment opportunities.
Honest, transparent guidance, in a language that makes sense.
Deep expertise in managing wealth for people like you.
Multiple portfolio reviews each year.
A comprehensive approach to establishing and managing your financial plan
We offer the structure and strategy to help grow your wealth—and the personal guidance to help you thrive.
1
Have a conversation about your goals
The process begins by listening to your goals, fears, values, and aspirations, among many other things. Our fiduciary commitment is explained clearly, and together we’ll define objectives that align with your vision. Our aim is to build a foundation of trust and transparency that deepens the relationship over time.
2
Analyze your financial landscape
Relevant documentation is gathered to create a comprehensive picture of your investments, income, assets, expenses, liabilities, and risk exposure—making every step ahead well-informed.
3
Develop a personalized plan and recommendations
Drawing on years of experience, your advisor helps translate analysis into sound decisions. Priorities are clarified, and a tailored financial plan is crafted. Together we’ll review and explain it, modifying it to ensure it meets your needs.
Unique circumstances.
Unique solutions.
We guide clients through thousands of financial decisions, ranging from risk parameters to AMT planning, sudden retirement packages, and alternative investments in real estate and oil and gas.
Retirement Planning
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.
Multi-Family Office
Corporate Executives
Divorce
