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

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

Harvest Financial Group is a solo independent registered investment adviser that serves individuals, trusts, estates, charitable organizations and business entities. The firm provides financial planning, discretionary portfolio management across three named strategies (Low Volatility Income, Moderate Growth & Income, and Growth), sub‑advisory services, recommendations of third‑party advisers, and participant (held‑away) account management. The firm’s investment approach blends proprietary principles with vetted third‑party signals and sub‑advisors, using tactically driven quantitative allocation alongside charting and technical analysis to manage risk and volatility. Harvest conducts due diligence on third‑party advisers and implements discretionary trading and rebalancing consistent with client risk profiles and its stated allocation strategies. Harvest is notable for an unusually high client load for a solo adviser — roughly 275 clients with about $78.7 million in assets under management — and for disclosing prior regulatory and legal matters from 2017, including a state insurance bureau order, a fine and a civil litigation that resulted in monetary damages; the brochure states the firm has added policies and procedures in response. The firm’s principal also operates as a licensed independent insurance agent and may recommend insurance products for separate compensation, a relationship the firm discloses as a potential conflict of interest.

To learn more about the advisors currently working at Harvest Financial Group, 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.