About Us

We've built our firm around the way life actually unfolds, in the moments you can't always predict.

Built to Last

Founded in 2009, Harvest was built on a simple principle: put people first. As an independent firm, we are free to act solely in the best interests of our clients by delivering holistic financial planning, premier service, and disciplined investment management tailored to every stage of life. Backed by institutional resources and a full team, we are built to make sure you always know what comes next.

Proactive, Not Reactive

We know what's coming at each stage of life, whether it's an inheritance, a divorce, college planning decisions, job transitions, or retirement. We just don't know when. That's why we prepare you ahead of time, connecting you to the resources you need to solve whatever life throws your way.

We Coordinate Everything

Life's biggest moments bring complexity beyond investments—financial decisions tangled with legal questions, tax implications, and family dynamics. We help coordinate it all, working with your CPA, attorney, and other professionals, so you always get comprehensive support.

Legal Questions

Tax Implications

Family Dynamics

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Your big moments deserve the right people.

People who know your story, understand what's at stake, and won't leave you to navigate the complexity alone. Your advisor is working alongside a powerful team, so when life demands more, you have clarity.

Meet Your Team

We stay with you across decades and life changes.

As your life evolves, so do our strategies.

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