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

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

Harvest Financial Planning provides financial planning, personal finance coaching and education, portfolio review, and discretionary portfolio management to individuals, couples, and families. Although categorized as an investment manager, the firm also works directly with non-high-net-worth individual clients and offers services that can be delivered without an ongoing AUM relationship. The firm’s investment approach emphasizes diversification, long-term holdings, and cost awareness, typically implemented with mutual funds and ETFs while occasionally using actively managed funds or specialized asset classes such as overseas REITs, micro‑cap equities, and high‑yield or emerging‑market bonds. Harvest combines discretionary portfolio management with education and coaching, and uses multiple billing arrangements—including hourly engagements and a monthly ongoing support plan—instead of relying solely on percentage‑of‑AUM fees. Noteworthy differences from many peers include a formal education and coaching practice that offers seminars/workshops and teaching engagements, and an academic background among its principals that supports that educational focus. The firm operates on a fee‑only basis, accepts clients without an asset minimum, currently reports no client assets under management, and integrates workshops and one‑on‑one coaching alongside traditional advisory services.

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