Independent · Transparent · Fiduciary
A trusted, client-focused, independent investment advisor.
Create customized portfolios and engage in comprehensive financial planning to generate wealth and financial prosperity.
Independent · Transparent · Fiduciary
A trusted, client-focused, independent investment advisor.
Create customized portfolios and engage in comprehensive financial planning to generate wealth and financial prosperity.
Portfolio Management
Tailored portfolios actively managed to meet your specific situation and current market climate
Financial Planning
Comprehensive, holistic approach to help clients meet financial goals across all life milestones
401(K) & Pension Consulting
Experienced advisors with knowledge and tools to assist plan sponsors
Portfolio Management
Tailored portfolios actively managed to meet your specific situation and current market climate
Financial Planning
Comprehensive, holistic approach to help clients meet financial goals across all life milestones
401(K) & Pension Consulting
Experienced advisors with knowledge and tools to assist plan sponsors
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 independent registered investment advisors. 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 life 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
Experienced, trusted financial advisors providing independent, client-focused solutions
Client-Focused Investment Partners
Independent Advice from an Experienced Advisory Firm
Portfolio Management
Wealth Confidence
Unbiased, data-driven asset allocation strategies customized to meet your goals and market conditions.
Wealth Confidence
Un-biased, data-driven asset allocation customized to meet the client’s goals and their unique financial situation.
Risk Management
We engage with our clients to develop strategies that balance risk and return, positioning them for long-term success.
Risk Management
We engage with our clients to develop strategies that balance risk and return, positioning them for long-term success.
Financial Planning
Holistic Approach
We provide a comprehensive, holistic approach to financial planning and wealth management to ensure clients are prepared for their ideal vision for the future.
Holistic Approach
We provide a comprehensive, holistic approach to financial planning and wealth management to ensure clients are prepared for their ideal vision for the future.
Client-focused Investment Partners
Experience the Harvest Difference – Come Grow with Us
A true partnership striving to provide personalized advice in your best interest while delivering the highest standards of service and professionalism.
Economic Growth: Slowing now, with substantial slowing on the horizon.
The key to successfully navigating 2022 is keeping a commonsense approach to proactive risk management, controlling emotion in the decision-making process, and having patience.
Federal Reserve Policy: Tapering faster, rate hikes coming, balance sheet reduction…markets beware!
As a result of reported 7.1% inflation as measured by the Headline Consumer Price Index (CPI), Chairman Powell’s comments on
Economic Growth: Slowing now, with substantial slowing on the horizon.
The key to successfully navigating 2022 is keeping a commonsense approach to proactive risk management, controlling emotion in the decision-making process, and having patience.
Federal Reserve Policy: Tapering faster, rate hikes coming, balance sheet reduction…markets beware!
As a result of reported 7.1% inflation as measured by the Headline Consumer Price Index (CPI), Chairman Powell’s comments on
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.
Economic Growth: Slowing now, with substantial slowing on the horizon.
The key to successfully navigating 2022 is keeping a commonsense approach to proactive risk management, controlling emotion in the decision-making process, and having patience.
