Harvest Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,998,313
Clients
107
Advisors
3
of 3 employees
About
Harvest Advisors, LLC provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations and business entities, and routinely works with clergy and church-related clients. The firm advises on individual equities and mutual funds and offers ongoing wealth-management services tailored to clients’ broader financial needs.
Advisory work is client-specific and begins with assessing goals and risk tolerance (age, net worth, investment understanding) and may include client-imposed restrictions; portfolio strategies are generally categorized as mostly fixed income, mostly equity, or balanced and are implemented using fundamental and technical analysis with typical holding horizons of two to five years. All accounts are managed on a discretionary basis and custodied at Charles Schwab, with regular portfolio reviews and fee billing handled quarterly.
What distinguishes the firm from many peers is its affiliation with related businesses that provide tax preparation, bookkeeping, payroll and pension-plan administration targeted to pastors, churches and similar clients across multiple states, and the firm’s engagement in educational and ministry-related outreach such as teaching and client communications. The firm is modest in scale (roughly $33 million in AUM with about 100 clients) and recently completed an ownership transition in which the founding owner moved away from ownership while remaining active in client service.
Client services
Expertise
Fee options
$1 - $249,999: 2.00%-1.89% $250,000 - $499,999: 1.82%-1.55% $500,000 - $749,999: 1.53%-1.45% $750,000 - $999,999: 1.42%-1.32% $1,000,000 - $1,249,999: 1.30%-1.21% $1,250,000 - $1,499,999: 1.20%-1.14% $1,500,000 - $1,999,999: 1.14%-1.05% $2,000,000 - $2,499,999: 1.05%-1.00% >$2,500,000+: 1.00%
Fee-only: Financial planning fees range from $400 to $1,000 per typical 2-hour session
Main office
4942 Higbee Ave NW, Suite A
Canton OH 44718
Advisors at this office
3
Most active in
Ohio
Also doing business as
Clifford & Associates · Harvest Advisors, LLC · S D Clifford Advisors, LLC · Share The Harvest Partners, LLC · Steven Dale Clifford
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Thomas H
Series 63, Series 65
Canton, OH
Harvest Advisors, LLC
Thomas Houston is a financial advisor with Harvest Advisors, LLC in Canton, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and work with rideshare companies Uber and Lyft. He is also associated with church-related organizations, including the Church of the Covenant and John Knox Presbyterian Church. Harvest Advisors, LLC provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, with a focus on clergy and church-related clients. The firm integrates fundamental and technical analysis into client-specific portfolio strategies and offers related tax and administrative services tailored to its niche clientele.
Michael B
Series 65
Canton, OH
Harvest Advisors, LLC
Michael Beels is a financial advisor with Harvest Advisors, LLC in Canton, Ohio. He holds a Series 65 designation and has nine years of industry experience. He has been with Clifford & Associates since 2016. Harvest Advisors provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, frequently serving clergy and church-related clients. The firm integrates fundamental and technical analysis in managing mostly fixed income, equity, or balanced portfolios and offers related tax and administrative services tailored to its niche clientele.
Steven C
CFP®, Series 65
Canton, OH
Harvest Advisors, LLC
Steven Clifford is a CFP® with 18 years of industry experience, currently serving as an advisor at Harvest Advisors, LLC in Canton, OH. He has owned and operated Clifford & Associates since 1989, providing tax preparation, planning, accounting, and payroll services. His role includes management, supervision, and client interaction, often overlapping with his financial advisory work. Harvest Advisors offers fee-based financial planning and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations, with specialized services for pastors and churches. The firm integrates fundamental and technical analysis to construct diversified portfolios aligned with client goals and risk tolerance, supported by affiliated businesses providing tax, payroll, and pension services tailored to religious organizations.
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