A complete list of active advisors currently associated with Mark T. Harvey Investments

Warmer can help you find a great advisor at Mark T. Harvey Investments or one who fits your needs even better.

Mark T. Harvey Investments provides financial planning and investment advisory services to individuals, pension/profit‑sharing plans, trusts, estates, charitable organizations, and business entities. In addition to portfolio management and ongoing financial coaching, the firm offers insurance brokerage, residential real estate and mortgage lending services and tax-related assistance (the firm is an IRS enrolled agent), with those activities conducted outside the advisory agreement. The firm’s investment approach centers on diversified core holdings—primarily index and ETF exposures—implemented with dollar‑cost averaging and a moving‑average based entry/exit method, supplemented by active selections or option strategies when a client requests a more aggressive posture. Accounts are managed under written authority when clients grant it, with quarterly reviews and an explicit process to accommodate client‑directed purchases of commissionable products while seeking to avoid duplicative fees. Distinctive features disclosed in the brochure include the firm’s licensed insurance and real estate/mortgage businesses and an affiliation with related entities that can earn commissions, as well as ancillary services such as solar system financial analysis. The firm states its practice of disclosing these relationships to clients and adjusting advisory treatment of assets that produce commissions to reduce potential conflicts of interest.

To learn more about the advisors currently working at Mark T. Harvey Investments, 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 Harvey	Anaheim Hills, CA	12

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