The Harvest Advisor Group was created for advisors to modernize their practice, bringing true ownership to advisors and their employees for a brighter future, and a true succession plan for their team and their clients.
We are looking for like-minded advisors to join our growing team by becoming part of The Harvest Advisor Group.
24 Lanes Into 1
Legal requirements, benefit packages for the company and staff, real estate, build out, furniture, technology, and compliance are but a few of the 19 lanes you will need to consider. Not only can it be time consuming, but it has to be done correctly and often times, discreetly and privately. We will do all of that heavy lifting for you. Imagine how much faster you could attain your goals if you could focus entirely on growing your business and leave the day-to-day details of running it to someone else!
Speaking with professionals such as The Harvest Group, who have been through the transition experience before, can be one of the most useful things you can do prior to embarking on your move. Leveraging our experience and learning from our successes and our mistakes can provide invaluable insight into the process, putting you into a better position to succeed.