Independent · Transparent · Fiduciary
A trusted, client-focused, independent investment advisor.
Independent · Transparent · Fiduciary
A trusted, client-focused, independent investment advisor.
Whether you are searching for professional help managing your investment portfolio or interested in putting a financial plan in motion, we can put you on the path to financial prosperity.
Independent · Transparent · Fiduciary
A trusted, client-focused, independent investment advisor.
Whether you are searching for professional help managing your investment portfolio or interested in putting a financial plan in motion, we can put you on the path to financial prosperity.
Our Services
Portfolio Management
Investing strategies tailored to meet your specific financial needs.
Financial Planning
Taking a look at the whole financial picture to help you design and implement a blueprint for financial success.
401(K) & Pension Consulting
Assisting plan sponsors with fiduciary obligations.
Portfolio Management
Investing strategies tailored to meet your specific financial needs.
Financial Planning
Taking a look at the whole financial picture to help you design and implement a blueprint for financial success.
401(K) & Pension Consulting
Assisting plan sponsors with fiduciary obligations.
Customized Financial Planning
We are a boutique investment advisory firm—
creating relationship-focused client experiences.
We are a boutique investment advisory firm, creating relationship-focused client experiences
Independent
We are an independent investment advisor. As such, we work directly for our clients with no pressure from any larger “parent company” to use any particular product, service, or strategy.
Transparent
We find the right solution to meet the needs of our clients – no hidden fees, commissions, agendas, or sales quotas.
Fiduciary
As an independent registered investment advisor, we are held to the highest standards in our industry. Our process takes your entire financial life into consideration as we partner with you while always acting in your best interest and putting your needs ahead of ours.
Our clients deserve so much more than a ‘one size fits all’ approach, which is used by so many in this industry. Instead, we commit to providing each client with a customized portfolio that’s actively managed.
– Michael J. Meily
Our clients deserve so much more than a ‘one size fits all’ approach, which is used by so many in this industry. Instead, we commit to providing each client with a customized portfolio that’s actively managed.
Michael J. Meily
Managing Member
Experience the Harvest Difference
A trusted advisor that puts your needs first.
Independent Advice from an Experienced Advisory Firm
Independent Advice from an Experienced Advisory Firm
Portfolio Management
Investing in financial markets continues to be an increasingly complex endeavor. To build, compound, and preserve wealth, investors need to capitalize on opportunities, navigate market volatility, manage their emotions, and align their investment strategy with their short-terms needs and long-term goals. At the core is successfully managing risk which ultimately leads to better long-term investment returns. Focusing first on returns, with a blind eye toward risk often leads to poor outcomes.
Financial Planning
We provide a comprehensive, holistic approach to financial planning and wealth management to ensure clients are prepared for their ideal vision for the future.
“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”
— Benjamin Graham
We strive to provide personalized advice in your best interest while delivering the highest standards of service and professionalism.
Recession Is Imminent, Corporate Profits at Risk, Credit Market Risk is Rising
Even if we don’t officially find out for months to come, the U.S. economy is already in, or on the precipice of recession.
Inflation: Hot and Sticky, Like the Dog Days of Summer
With inflation coming in above estimates, personal savings have been depleted in many middle and lower-income households. Real wage growth continues to trend negatively.
Finishing the Job on Inflation: No Soft Landing for the U.S. Economy?
With “soft landing” and “hard landing” being regularly tossed around the financial media, a profit recession may be on the horizon.
Recession Is Imminent, Corporate Profits at Risk, Credit Market Risk is Rising
Even if we don’t officially find out for months to come, the U.S. economy is already in, or on the precipice of recession.
