Independent · Transparent · Fiduciary
About Us
About Us
About Harvest Investment Consultants
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 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 financial life into consideration as we partner with you while always acting in your best interest and putting your needs ahead of ours.
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.
Ambassadors of Excellence
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, accept no soft-dollar incentives, and we never take custody of client assets.
We partner with Fidelity, Charles Schwab & Company and TD Ameritrade, 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.
We sit on the same side of the table of our clients, actively working with them to find the products that work for them.
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 financial life into consideration as we partner with you while always acting in your best interest and putting your needs ahead of ours.
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.
Fidicuary
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.
Ready to discuss your financial portfolio?
Ready to discuss your financial portfolio?
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
Analyst
“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
Client Service Representative
“We can’t change the world unless we change ourselves.”
Katherine Cole
Client Service Representative
“What? Like it’s hard?” – Elle Woods
Aspen Miller
Receptionist/Client Service Representative
“Love others so radically they wonder why.”
Alessandra Haslbeck
Client Relationship Specialist
“What would life be if we had no courage to attempt anything?”
Beth Ann Ritter
Client Engagement Coordinator
Service Representative
Richard James
Portfolio Operations Manager
Creating customized investment solutions for all seasons of life.
Independent · Transparent · Fiduciary
Creating customized investment solutions for all seasons of life.
