Good Harvest Financial Group, Inc.

Good Harvest Financial Group provides comprehensive, customized portfolio management and financial planning to a limited, primarily high‑net‑worth clientele that includes individuals, businesses, foundations, and trustees; it operates as a solo advisory practice serving a small number of client relationships. Services include discretionary and non‑discretionary investment management, modular or full financial planning, and recommendations of third‑party advisers and insurance products through affiliated insurance activities.

The firm tailors strategies to each client's suitability profile using fundamental analysis and a mix of long‑ and short‑term purchases, and it may employ margin or occasional short‑term trading when considered appropriate. Accounts are reviewed on a periodic basis rather than continuously, and the firm typically directs clients to an independent custodian while monitoring any third‑party managers it recommends.

Notable distinctions include the advisor’s active role as a licensed insurance agent operating under a separate business name, which may generate commission income and allow for advisory‑fee offsets, and the firm’s explicit focus on high‑net‑worth clients rather than non‑HNW individual accounts. The practice’s small client roster and disclosed arrangements to share compensation with recommended third‑party advisers further differentiate it from many peer independent advisers and represent potential conflicts of interest that the firm documents in its disclosures.