A complete list of active advisors currently associated with Harvest Money | Invest Your Faith
Warmer can help you find a great advisor at Harvest Money | Invest Your Faith or one who fits your needs even better.
Invest Your Faith, doing business as Harvest Money and Harvest Financial Resources, provides discretionary investment management and a range of financial planning services to individual clients, including high-net-worth individuals. The firm’s brochure also discloses that it offers tax preparation and accounting/fractional-CFO services through an affiliated entity, Harvest Financial Resources. The firm’s investment approach centers on passive portfolio construction using index mutual funds and ETFs, while also incorporating aspects of active management and multiple analysis methods (fundamental, technical, cyclical and charting); it may engage third‑party managers and uses the Altruist custody and platform services. Clients can engage on tiered asset-management levels (Level III-ADVISE and Level IV-PLAN) and may also use fixed-fee Integrative or Focused Planning, As-You-Go planning, or hourly planning arrangements. Two features the brochure highlights as atypical for peers are regulatory disclosure events and the accounting affiliation: the principal consented to a State of Ohio cease-and-desist order related to prior advisory activities (disclosed in the brochure), has an older NASD matter on record, and previously received a CFP Board suspension that has since been reinstated. The principal’s ongoing ownership of Harvest Financial Resources—providing bookkeeping, fractional CFO and tax-preparation work (noted as roughly 10% of his time, with higher seasonal time for tax services)—is also uncommon and means clients may be offered combined advisory and accounting/tax services.
To learn more about the advisors currently working at Harvest Money | Invest Your Faith, 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.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 32
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")