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

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 you 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 Growth with Us

A true partnership striving to provide personalized advice in your best interest while delivering the highest standards of service and professionalism.