A complete list of active advisors currently associated with Harvard Avenue Investment Advisory

Warmer can help you find a great advisor at Harvard Avenue Investment Advisory or one who fits your needs even better.

Harvard Avenue provides fee-only, discretionary portfolio management and financial planning to individual investors, including high‑net‑worth clients and retirement plans, typically with a stated account minimum of $250,000. Services include ongoing portfolio construction and monitoring, advice on fixed‑income instruments and limited counseling on individual equities, and the firm also notes it may offer educational financial classes. The firm’s investment approach is rooted in Modern Portfolio Theory and a long‑term, buy‑and‑hold orientation that emphasizes low‑cost, low‑turnover mutual funds and ETFs; the brochure specifically references funds and research from Dimensional Fund Advisors, Avantis, and Vanguard. Harvard Avenue uses broad global diversification, may employ Monte Carlo analysis in planning, and can implement laddered, date‑certain fixed‑income strategies when a client’s allocation size makes that approach appropriate. A distinctive feature called out in the brochure is Harvard Avenue’s offering of educational seminars and classes at no charge, which the firm highlights as part of its client education efforts and is less common among peers. The small advisory team brings accounting and technical backgrounds to its practice, operates on a fee‑only basis with no performance‑based fees or custodial acceptance, and documents standing transfer authority arrangements where clients request them while describing controls intended to address related risks.

To learn more about the advisors currently working at Harvard Avenue Investment Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.