Strategic Guidance for Complex Financial Landscapes
Executive Wealth Management
C-suite executives navigate intricate financial challenges like stock options, tax exposure, wealth preservation, and more. At Harvest Financial Advisors, we provide tailored financial strategies that align with your career, compensation structure, and long-term vision.
Get Started

Power Plays of the Wealthy: How to Retire Early, Supercharge Your Cash Flow, and Minimize Taxes

by Marc Henn
Buy Now
A holistic approach to executive wealth
Our independent, fee-only approach helps ensure every decision is made in your best interest, so you can maximize wealth and minimize risks & inefficiencies.
Stock Option & Equity Compensation Planning

Navigating restricted and performance stock units (RSUs and PSUs), stock options, and performance-based incentives requires a strategic approach. We help you maximize equity compensation and minimize tax exposure.

Income Tax & Alternative Minimum Tax (AMT) Strategies

Executives often face complex tax challenges, including AMT considerations. We design tax-efficient strategies that integrate with your broader financial plan so you keep more of what you earn.

Deferred Compensation & Benefits Planning

From 401(k) plans to non-qualified deferred compensation (NQDC) arrangements, we analyze your corporate benefits and integrate them into a strategy that aligns with your long-term goals.

Hedging & Monetization Strategies for Concentrated Stock Positions

Significant holdings in company stock can create risks and opportunities. We develop strategies to diversify or hedge against downside exposure while maximizing liquidity when needed.

Estate & Gift Planning

Significant holdings in company stock can create risks and opportunities. We develop strategies to diversify or hedge against downside exposure while maximizing liquidity when needed.

Global Wealth Management & Cross-Border Considerations

For executives with international assets or compensation structures, we provide specialized planning to address cross-border taxation, currency risks, and global investment strategies.

Get Started
Our Executive Planning Process
1. Establish and Define Our Relationship
As an independent, fiduciary firm, we start by understanding your priorities, compensation structure, and long-term goals. Transparency and trust drive every decision we make together.
2. Set Goals and Gather Data
We take a comprehensive look at your executive benefits, stock options, tax exposure, and estate planning needs to create a fully integrated financial strategy.
3. Analyze Your Financial Landscape
Our team evaluates key financial considerations–from tax implications to market risks–to identify areas for optimization and potential blind spots.
4. Develop Your Customized Plan & Recommendations
We craft a strategic financial plan tailored to your career trajectory, compensation structure, and long-term aspirations.
5. Implement Your Plan
Execution is key. We coordinate with your existing advisors, attorneys, and accountants for seamless implementation across all aspects of your financial life.
6. Monitor and Adapt for Every Season
Your career evolves, and so should your financial plan. Through ongoing monitoring and proactive adjustments, we keep your strategy aligned with your goals.

Why Choose Us?

Get Started

Personalized Attention

We take a bespoke approach to executive wealth management, ensuring every strategy aligns with your unique career opportunities and financial goals.

Proactive Strategies

From tax planning to equity compensation, we stay ahead of financial complexities so you can focus on what you do best.

Trusted Expertise

With decades of experience advising corporate leaders, we offer deep financial insights tailored to executive compensation and wealth structuring.

Peace of Mind

Your wealth should work for you–not the other way around. Our independent, fee-only model means every decision is made in your best interest.

Take Advantage of the Opportunities Ahead

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.
Get Started
about
Our DifferenceOur PeopleComprehensive PlanningWealth Management
Solutions
Retirement PlanningCorporate ExecutivesMulti-Family OfficeDivorce
Insights
The AlmanacMarket CommentaryFree Resources
Connect
Client Access
8840 Cincinnati-Dayton Road
West Chester, OH 45069
513-779-3030
Privacy PolicyPrivacy Policy
Customer Relationship SummaryCustomer Relationship Summary
DisclosureDisclosure
© Harvest Financial Advisors . All Rights Reserved.