A complete list of active advisors currently associated with Harvest Advisors, LLC

Warmer can help you find a great advisor at Harvest Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Harvest Advisors, LLC, 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.