Our Values

As a family-owned business, we think of ourselves as a part of your extended family. Our shared values of respect, integrity and trust form the basis of every client relationship. Your family’s future is our priority and we take pride in providing financial advice that can make a difference in your and your family’s lives. At The Harvest Group, our mission is to give families peace of mind and we are grateful to our clients for the trust they place in us by putting their financial futures in our hands.

A family-owned business providing financial peace of mind to you and your family.

Your family’s future is our priority.

Our Commitment to Service Starts with a Commitment to You
At The Harvest Group, our core business is helping you manage your financial life. It is our relationship with you, based on trust, that serves as a foundation for that business. Through hard work, integrity, mutual understanding, and respect, we strive to help you live your life with financial insight and success. We believe that what we do will influence generations to come.

We pride ourselves on simplifying our clients’ financial lives by providing them with well-informed, honest recommendations and a clear implementation process. Whether you are looking for end-to-end family wealth management or standalone financial services (financial planning, investment management, or risk-reducing insurance), our CERTIFIED FINANCIAL PLANNER™ professionals will help guide you on your path to financial success.

What You Can Expect
The Harvest Group provides individual and family wealth management by a family team of CERTIFIED FINANCIAL PLANNERS™. You can trust that, as your family wealth advisor, we will consistently and responsibly perform all requested services and that we will be available when you need us. Our fiduciary standard of care commits us to acting in your best interest at all times and for each stage of the wealth management process.

We Will:

  • Treat you with respect, honesty, dignity, and transparency
  • Act as your fiduciary advisor, putting your interests first
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your time horizon
  • Seek to explain the implications of the strategies we propose
  • Update you by email, mail, phone, and in-person
  • Meet with you regularly to review your Personal Financial Plan

We expect you to understand that our recommendations are always based on your best interests. We consider our fiduciary responsibilities to be a sacred trust. As our client, you need to know that all investment, tax, estate, and insurance advice will be based on the information you provide to us. We expect you to participate enthusiastically in the financial planning process.

We believe working together is essential to effective financial planning. To this end, we both need to make your financial strategies a priority.

We Will:

  • Keep each other informed of any developments that might affect these strategies
  • Take the time to regularly review your Personal Financial Plan
  • Both be honest and forthcoming about your financial situation
  • Work to develop mutual trust, respect and understanding
  • Respect your confidentiality

Find Your Perfect Fit

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