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

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

The firm provides wealth management and comprehensive financial planning primarily for individual and high-net-worth clients, and also works with employer plan sponsors, charitable organizations, and corporations. Services include ongoing portfolio management, written financial plans, business planning, employee benefits optimization, and college and retirement planning. The adviser operates on a fee-only, percentage-of-assets basis and implements tailored investment policies and asset-allocation models for each client, using both passive and active strategies and periodic account reviews. Clients may grant discretionary authority for trading, and the firm also incorporates insurance and annuity solutions into planning, assisting with carrier selection and the application process on a fee basis. What distinguishes the firm from many peers is its offering of retirement-plan services to employers, including ongoing retirement plan consulting and discretionary plan management and acting as an ERISA investment manager under the standards described in its brochure. It also accepts corporate and pension clients and provides pension-consulting services—capabilities that are relatively uncommon among small, independent advisory practices.

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