For Advisors

Explore Your Opportunities with The Harvest Group

The Harvest Group is stepping up efforts to help veteran wirehouse Financial Advisors transition to independence, modernize their practice, earn more net income, plan for the succession of their business, and retire with confidence. We are able to assist you to take control of your future.  

A transition team is ready to move you and your clients over as quickly as possible.

Fill in the form below and someone will contact you promptly.

Who You Are

  • An experienced financial professional looking to maximize earnings before retirement.
  • Possess a proven track record managing high-net worth clients.
  • Looking to build industry best practices by taking advantage of one of the region’s most successful advisory firms.
  • Looking to modernize your advisory practice at your own speed.
  • Exploring the option of others managing your investment assets.

What We Bring

  • Full transition support, including dedicated staff to help you rebrand your business.
  • The benefits of a team of CERTIFIED FINANCIAL PLANNERS™.
  • Various measures in place to address all your concerns before you arrive and after you’ve settled in.
  • Marketing support to reach prospective clients more effectively.
  • A rewarding culture and maximum earning potential for all our advisors.

The Harvest Group Team

Considering joining us as a Financial Advisor? Fill out the form below and we will contact you shortly.

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