Cincinnati, OH Office

Harvest Financial Advisors is a team-based SEC-registered investment adviser managing roughly $582.6 million on behalf of individual clients, high‑net‑worth individuals, trusts, estates and other entities. The firm offers portfolio management, financial planning and consulting services, with planning typically included as part of the advisory relationship.

Portfolios may be managed on either a discretionary or non‑discretionary basis after clients complete an advisory agreement and an investment policy statement; the firm uses fundamental, technical and cyclical analysis and implements long‑ and short‑term strategies (including covered option writing where appropriate). Harvest monitors accounts regularly, provides quarterly reporting, and offers targeted consulting on estate, retirement and other financial topics as part of its ongoing relationship management.

Compared with many peer teams, Harvest maintains a regular client communications program that includes periodic newsletters and occasional educational seminars or workshops. The firm also operates a hybrid service pathway through an agreement with a third‑party registered adviser to deliver a Harvest Strategic Allocation model on a managed platform, which allows Harvest to offer solutions to prospective clients with investable assets below its stated account minimum.