Independent · Transparent · Fiduciary
About Us
Experienced, Independent Financial Advisors
Harvest Investment Consultants, LLC is an independent Registered Investment Advisor (RIA) established in 1987.
As an independent RIA, we are held to a higher standard than brokerage houses, banks, insurance companies and other broker-dealer affiliated investment firms.
We are legally and ethically obligated and committed to honor the highest standard in the industry, always putting our clients’ best interests ahead of the company, and our own.
It is our goal to provide our clients with the best service experience, instilling confidence that we will provide solutions to meet their unique needs and goals.
We listen aggressively, learning as much as we can up front, so that we can become an advocate, coach, and trusted financial partner for our clients.
Each of our clients has a dedicated advisor and a lead client service representative, and benefits from our teams’ extensive experience in the financial services industry.
As “Ambassadors of Excellence”, we partner with our clients to provide expert advice, personal attention, and timely service.
Rooted in Transparency
We are free to use any suitable investments that meets our clients’ needs without answering to a parent investment company and without any requirements to sell a specific product.
We earn no transactional or product-related commissions and accept no soft-dollar incentives, other than incidental benefits from our asset custodians.
We partner with Fidelity and Charles Schwab & Company, using their institutional platforms as the custodian for our clients’ invested assets.
Our clients receive initial no-cost consultations and are aware of all fees up front. We are focused on the goals and objectives of our clients, and are committed to providing them with the information they need to find the right solution.
Figurately speaking, we sit on the same side of the table as our clients, actively working with them to find the products that work for them.
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.
Why Choose to Work with Harvest?
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.
Meet the Harvest Team
Michael J. Meily,
ChFC®, CLU®, CASL®, RICP®
Managing Member
“When you have the right team, the right tools, and are fortunate to love what you do, and who you do it for, it never feels like work.”
David R. Baker
Partner
Investment Advisor Representative
Mark C. Pallack
Partner
Investment Advisor Representative
“It’s all about having choices and freedom.”
Donna M. Zidwick
Partner
Investment Advisor Representative
“Live each day like it’s your last. Tomorrow is not guaranteed.”
Tina Gallo
Chief Compliance Officer
“We can’t change the world unless we change ourselves.”
Ericka Melton
Director of Client Service
“We can’t change the world unless we change ourselves.”
Katherine Cole
Client Service Representative
“What? Like it’s hard?” – Elle Woods
Kimberly Thomas
Executive Assistant to Michael Meily
“To do more for the world than the world does for you – that is success.”
Beth Ann Ritter
Client Engagement Coordinator
Service Representative
Richard James
Portfolio Operations Manager
Experience the Harvest Difference
Creating customized investment solutions for all seasons of life.
