A complete list of active advisors currently associated with Harvester Wealth, LLC

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

Harvester Wealth provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, businesses, and charitable organizations. The firm typically constructs portfolios from ETFs, mutual funds, and individual equities and may also incorporate individual bonds, alternative investments, or legacy positions retained for tax or strategic reasons. The advisor combines fundamental and technical analysis within a primarily long‑term framework, creating customized asset allocations and conducting periodic rebalancing and at‑least‑quarterly account reviews. Portfolios are implemented on a discretionary basis and the firm may sell or reallocate positions to address client objectives, risk tolerance, or changing market conditions. Noteworthy features include a small advisory team managing roughly $54.9 million across a limited number of client relationships, which the firm says supports more direct oversight of client accounts. Harvester Wealth also commonly allocates portions of portfolios to unaffiliated independent managers while performing ongoing due diligence (and does not receive additional compensation from those managers), and it participates on an institutional custody platform that provides technology and operational support to the firm.

To learn more about the advisors currently working at Harvester Wealth, 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.