Harvest Financial Partners
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About
Harvest Financial Partners serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and business entities. The two‑advisor firm provides discretionary and nondiscretionary portfolio management, standalone or incidental financial planning, and Retirement Plan consulting that can include participant‑level investment education and advice.
The firm emphasizes fundamental analysis and tailors portfolios to each client’s objectives, combining individual dividend‑paying, larger‑capitalization, quality stocks and investment‑grade bonds with mutual funds and ETFs where appropriate. Asset allocation, security selection, and share‑class choices are adjusted for each client, and the adviser applies client‑directed investment restrictions when feasible.
Distinctive features include a fee‑only compensation model with no commissions or performance‑based fees and an explicit Retirement Plan consulting practice that prepares investment policy statements, analyzes designated investment alternatives, and monitors participant options. The firm operates with a small, senior team with complementary professional credentials (CFA, CFP, JD, MBA), recommends a primary custodian for operational efficiency, and does not accept proxy‑voting authority for client securities.
Client services
Expertise
Fee options
Fixed fee for financial planning or consulting services ranging from $250 to $4,000 depending on scope
No more than 1.00% annually (negotiable)
Typically $350 per hour for financial planning or consulting services
May offer monthly fee for financial-planning availability to answer questions as they arise
Minimum fee: Minimum fee for Retirement Plan consulting service; specific amount not stated Fee-only: Fixed fees for financial planning or consulting services generally range from $250 to $4,000; hourly fees typically $350/hour; may offer monthly fee option for ongoing availability
Main office
159 Lancaster Avenue, Suite Three
Paoli PA 19301-1782
Advisors at this office
2
Most active in
Alaska · California · Delaware · Florida · Maryland · New York · Pennsylvania
Also doing business as
Harvest Financial Partners · Harvest Financial Partners, LLC · Rock Cedar, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
John F
CFP®, Series 66
Paoli, PA
Harvest Financial Partners
John Fattibene is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Harvest Financial Partners since 2008. He serves as a director of County Savings Bank in Pennsylvania, a role he began in 2024. Harvest Financial Partners is an independent, fee-only advisory firm led by two principals that serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses fundamental analysis focused on dividend-paying, larger-cap, quality companies and investment-grade fixed income, tailoring portfolios and share-class selections to each client’s circumstances.
James W
CFA®, Series 65
Paoli, PA
Harvest Financial Partners
James Wright is a CFA® charterholder with 19 years of industry experience. He has been with Harvest Financial Partners since 2008, where he serves as one of two principals. Harvest Financial Partners is an independent, fee-only advisory firm serving individual investors, trusts, estates, charitable organizations, and retirement plans. The firm uses fundamental analysis focusing on dividend-paying, larger-cap stocks and investment-grade bonds, while employing mutual funds and ETFs for diversification, tailoring portfolios to client needs.
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