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Isaiah G

CFP®, Series 65

Lynchburg, VA

Harvest investment Services, LLC

Isaiah Gates is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc. Gates has prior experience with Christian Retirement Ministries and holds a teaching background including roles at Liberty University and Gateway Christian School. He is also a licensed independent insurance agent. Harvest Investment Services, LLC manages approximately $534 million in client assets through a multi-advisor team structure. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and specialized services such as 401k management, serving a diverse client base including individuals, retirement plans, and institutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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