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

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

Harvested Financial provides discretionary portfolio management, digital asset investment management, consulting, and a paid analytics subscription to individual and institutional clients, including other registered investment advisers. Services include individualized portfolio construction, options-based trading strategies, and separate consulting engagements and analytics that are billed outside of standard advisory agreements. The firm’s investment process combines quantitative analysis and asset-allocation guidance with active trading tactics, including long- and short-term purchases, trading, and options strategies such as covered calls and spreads. It implements derivatives in separately managed accounts and uses proprietary and licensed automation tools for higher-frequency strategies, while offering digital asset allocations only after client acknowledgement of the attendant risks. Noteworthy for a small, solo independent adviser, the firm acts as a fund sponsor/syndicator and accepts institutional client relationships in addition to retail accounts — features that are uncommon among peers. The principal also maintains a minority financial interest in a broker‑dealer that operates as an options market maker, and the firm’s separate analytics product and digital‑asset services create a trading‑and‑technology focus atypical for firms of its size.

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

Name	Location	Years of experience
Mark Phillips	Redding, CT	19

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