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.
Independent · Transparent · Fiduciary
A trusted, client-focused, independent investment advisor.
We create 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
Experience the Harvest Difference
A trusted advisor that puts your needs first.
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
Big Picture Finance
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.
“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.
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.
